+27.6%
CAVA vs ENPH
-79.5%
+107.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.6% |
| 7D | -8.0% | -0.1% | -8.0% | -8.0% |
| 30D | -19.6% | -10.8% | -8.7% | -18.6% |
| 3M | -36.7% | -33.8% | -2.9% | -34.1% |
| 6M | -30.6% | -16.1% | -14.5% | -30.7% |
| YTD | -4.8% | +13.4% | -18.2% | -9.0% |
| 1Y | -13.1% | -2.6% | -10.5% | -16.0% |
| 3Y | +48.8% | -70.3% | +119.0% | +56.0% |
| All | +27.6% | -79.5% | +107.1% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling