-13.2%
CDE vs ENPH
+384.7%
-397.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.4% |
| 7D | -3.1% | -0.1% | -3.1% | -3.2% |
| 30D | +9.5% | -10.8% | +20.3% | +11.3% |
| 3M | +25.5% | -33.8% | +59.3% | +33.0% |
| 6M | -7.9% | -16.1% | +8.2% | -7.1% |
| YTD | +15.6% | +13.4% | +2.1% | +10.2% |
| 1Y | +34.0% | -2.6% | +36.6% | +30.1% |
| 3Y | +791.9% | -70.3% | +862.2% | +877.7% |
| 5Y | +197.7% | -77.0% | +274.8% | +226.3% |
| 10Y | +55.0% | +1,919.4% | -1,864.4% | -2.6% |
| All | -13.2% | +384.7% | -397.9% | -45.7% |
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