+216.8%
CB vs ENPH
+2,033.5%
-1,816.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.8% | -8.2% | -1.7% |
| 7D | -0.6% | +9.3% | -9.9% | -0.9% |
| 30D | -3.9% | -7.3% | +3.4% | -3.7% |
| 3M | +4.9% | -31.7% | +36.6% | +6.1% |
| 6M | +3.3% | -3.5% | +6.7% | +2.4% |
| YTD | +8.5% | +21.2% | -12.6% | +6.3% |
| 1Y | +22.1% | +0.1% | +22.0% | +20.2% |
| 3Y | +70.1% | -67.7% | +137.8% | +72.2% |
| 5Y | +97.4% | -76.2% | +173.6% | +99.2% |
| 10Y | +216.8% | +2,057.2% | -1,840.4% | +190.2% |
| All | +216.8% | +2,033.5% | -1,816.7% | +190.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling