+29.1%
CAVA vs ENPH
-79.3%
+108.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.4% | -0.6% | -5.4% |
| 7D | -8.5% | +3.4% | -11.9% | -8.9% |
| 30D | -8.2% | -10.3% | +2.0% | -7.2% |
| 3M | -25.9% | -31.4% | +5.5% | -23.2% |
| 6M | -30.9% | -10.1% | -20.8% | -31.6% |
| YTD | -3.7% | +14.6% | -18.3% | -8.1% |
| 1Y | -13.4% | -3.2% | -10.2% | -16.3% |
| 3Y | +44.2% | -69.5% | +113.7% | +50.7% |
| All | +29.1% | -79.3% | +108.4% | +39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling