+943.2%
XBI vs ENB
+701.8%
+241.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.5% |
| 7D | -0.9% | -0.5% | -0.4% | -0.7% |
| 30D | +2.9% | -0.2% | +3.1% | +2.8% |
| 3M | +26.2% | -7.5% | +33.7% | +30.2% |
| 6M | +30.7% | -4.1% | +34.8% | +32.2% |
| YTD | +32.9% | +9.8% | +23.1% | +25.9% |
| 1Y | +72.3% | +8.7% | +63.6% | +63.6% |
| 3Y | +107.2% | +79.0% | +28.2% | +55.0% |
| 5Y | +23.2% | +69.1% | -45.9% | -6.0% |
| 10Y | +158.5% | +96.5% | +62.0% | +75.2% |
| All | +943.2% | +701.8% | +241.4% | +219.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling