+210.0%
NXPI vs ENB
+94.4%
+115.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.8% | +5.3% | +3.3% |
| 7D | +0.7% | -4.6% | +5.2% | +2.9% |
| 30D | -4.2% | -5.2% | +1.0% | -1.8% |
| 3M | -20.4% | -13.4% | -7.0% | -15.0% |
| 6M | +12.5% | -7.8% | +20.3% | +16.2% |
| YTD | +5.2% | +4.9% | +0.3% | +1.4% |
| 1Y | +5.1% | +3.2% | +1.9% | +2.0% |
| 3Y | +17.7% | +71.0% | -53.3% | -14.0% |
| 5Y | +16.8% | +64.0% | -47.2% | -13.0% |
| All | +210.0% | +94.4% | +115.6% | +89.5% |
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