+163.4%
XOP vs ENTG
+15.6%
+147.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +0.9% |
| 7D | +1.6% | +5.1% | -3.5% | +0.7% |
| 30D | +9.6% | -8.5% | +18.1% | +10.9% |
| 3M | +16.9% | +6.7% | +10.2% | +12.3% |
| 6M | +24.0% | +17.7% | +6.3% | +14.5% |
| YTD | +56.2% | +63.5% | -7.3% | +31.7% |
| 1Y | +51.8% | +73.6% | -21.8% | +24.7% |
| 3Y | +37.0% | +44.6% | -7.6% | +11.4% |
| 5Y | +163.4% | +16.1% | +147.3% | +122.3% |
| All | +163.4% | +15.6% | +147.8% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling