+17.7%
NXPI vs ENB
+71.0%
-53.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.1% |
| 7D | +0.7% | -0.5% | +1.1% | +0.8% |
| 30D | -6.6% | -0.2% | -6.4% | -6.6% |
| 3M | -25.4% | -7.5% | -17.9% | -23.1% |
| 6M | +11.9% | -4.1% | +16.1% | +13.2% |
| YTD | +4.0% | +9.8% | -5.8% | -1.6% |
| 1Y | +1.0% | +8.7% | -7.7% | -4.1% |
| 3Y | +16.3% | +79.0% | -62.7% | -18.4% |
| 5Y | +17.7% | +69.1% | -51.4% | -13.4% |
| All | +17.7% | +71.0% | -53.3% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling