+407.0%
AXP vs ENB
+109.5%
+297.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -0.1% | +3.1% | -3.2% | -2.0% |
| 30D | +4.4% | +2.1% | +2.3% | +3.0% |
| 3M | -6.4% | -4.4% | -2.0% | -4.1% |
| 6M | +4.2% | -10.1% | +14.2% | +10.1% |
| YTD | -12.4% | +5.2% | -17.5% | -17.3% |
| 1Y | -11.1% | +4.2% | -15.4% | -15.7% |
| 3Y | +114.9% | +70.1% | +44.8% | +42.9% |
| 5Y | +87.4% | +59.4% | +28.0% | +29.4% |
| All | +407.0% | +109.5% | +297.5% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling