+469.1%
AXP vs ENB
+116.8%
+352.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.6% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | -6.5% | -2.2% | -4.3% | -5.3% |
| 3M | +4.6% | -10.5% | +15.2% | +11.4% |
| 6M | +5.4% | -5.1% | +10.5% | +7.6% |
| YTD | -11.1% | +9.0% | -20.1% | -17.6% |
| 1Y | -0.3% | +8.2% | -8.5% | -7.4% |
| 3Y | +111.6% | +67.8% | +43.8% | +43.6% |
| 5Y | +117.6% | +69.4% | +48.2% | +45.9% |
| All | +469.1% | +116.8% | +352.4% | +198.5% |
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