+254.0%
QCOM vs ENB
+106.3%
+147.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +3.3% | -0.2% | +3.5% | +3.4% |
| 30D | +7.7% | -2.2% | +9.9% | +8.7% |
| 3M | -30.1% | -10.5% | -19.6% | -26.7% |
| 6M | +22.8% | -5.1% | +27.9% | +25.1% |
| YTD | +0.2% | +9.0% | -8.8% | -4.9% |
| 1Y | +7.9% | +8.2% | -0.4% | +2.6% |
| 3Y | +55.8% | +67.8% | -11.9% | +17.7% |
| 5Y | +30.1% | +69.4% | -39.3% | -2.0% |
| All | +254.0% | +106.3% | +147.7% | +127.9% |
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