+58.8%
XOM vs ENB
+76.5%
-17.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.5% |
| 7D | 0.0% | -0.3% | +0.4% | +0.2% |
| 30D | +3.4% | -1.1% | +4.5% | +3.9% |
| 3M | +11.0% | -8.5% | +19.5% | +15.4% |
| 6M | +10.6% | -4.5% | +15.2% | +12.8% |
| YTD | +39.2% | +9.1% | +30.1% | +33.8% |
| 1Y | +52.7% | +8.0% | +44.8% | +47.2% |
| All | +58.8% | +76.5% | -17.7% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling