+1,166.2%
CDNS vs ENPH
+2,128.2%
-962.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.8% |
| 7D | +1.0% | -8.4% | +9.4% | +2.1% |
| 30D | -2.0% | -11.2% | +9.2% | -0.9% |
| 3M | -0.2% | -36.1% | +35.8% | +4.8% |
| 6M | -8.9% | -37.9% | +29.0% | -5.1% |
| YTD | +3.3% | -18.7% | +22.0% | +2.0% |
| 1Y | +2.2% | -9.8% | +12.0% | -0.5% |
| 3Y | +22.4% | -66.8% | +89.2% | +27.8% |
| 5Y | +78.0% | -89.6% | +167.7% | +108.3% |
| All | +1,166.2% | +2,128.2% | -962.0% | +936.4% |
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