-39.3%
CAG vs ENPH
-69.9%
+30.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.7% |
| 7D | -5.9% | +1.5% | -7.4% | -5.9% |
| 30D | -1.5% | -12.9% | +11.3% | -1.4% |
| 3M | +11.5% | -27.1% | +38.6% | +11.9% |
| 6M | -15.7% | -15.4% | -0.3% | -16.3% |
| YTD | -10.2% | +15.0% | -25.2% | -12.7% |
| 1Y | -18.1% | -0.7% | -17.4% | -19.9% |
| All | -39.3% | -69.9% | +30.6% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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