+103.2%
CB vs ENPH
-88.2%
+191.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.7% |
| 7D | +0.2% | +11.0% | -10.7% | 0.0% |
| 30D | +9.1% | -15.0% | +24.1% | +9.3% |
| 3M | +3.4% | -28.2% | +31.6% | +3.9% |
| 6M | +14.1% | -20.5% | +34.6% | +13.4% |
| YTD | +18.0% | -11.2% | +29.2% | +16.5% |
| 1Y | +30.1% | -8.7% | +38.8% | +28.2% |
| 3Y | +71.8% | -63.6% | +135.4% | +70.3% |
| All | +103.2% | -88.2% | +191.4% | +108.1% |
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