+101.0%
CB vs ENPH
-78.8%
+179.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | +0.5% | -2.4% | +2.9% | +0.5% |
| 30D | -3.1% | -6.6% | +3.5% | -3.0% |
| 3M | +9.0% | -46.8% | +55.8% | +10.5% |
| 6M | +2.9% | -14.7% | +17.6% | +2.4% |
| YTD | +10.1% | +13.5% | -3.4% | +8.2% |
| 1Y | +22.8% | -0.4% | +23.2% | +21.0% |
| 3Y | +73.8% | -71.7% | +145.5% | +76.7% |
| All | +101.0% | -78.8% | +179.8% | +103.3% |
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