+189.0%
CDE vs ENPH
-77.1%
+266.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.5% |
| 7D | -3.1% | -0.1% | -3.1% | -3.3% |
| 30D | +9.5% | -10.8% | +20.3% | +12.1% |
| 3M | +25.5% | -33.8% | +59.3% | +36.3% |
| 6M | -7.9% | -16.1% | +8.2% | -6.9% |
| YTD | +15.6% | +13.4% | +2.1% | +7.3% |
| 1Y | +34.0% | -2.6% | +36.6% | +27.7% |
| 3Y | +791.9% | -70.3% | +862.2% | +920.7% |
| All | +189.0% | -77.1% | +266.1% | +239.9% |
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