+639.7%
CEG vs ENPH
-71.9%
+711.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.8% | -6.7% | -0.7% |
| 7D | +6.7% | +9.3% | -2.6% | +5.7% |
| 30D | +11.0% | -7.3% | +18.2% | +11.8% |
| 3M | +19.5% | -31.7% | +51.2% | +23.7% |
| 6M | -5.9% | -3.5% | -2.4% | -6.6% |
| YTD | -15.0% | +21.2% | -36.1% | -19.1% |
| 1Y | +0.6% | +0.1% | +0.6% | -2.3% |
| 3Y | +180.6% | -67.7% | +248.3% | +200.6% |
| All | +639.7% | -71.9% | +711.5% | +705.7% |
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 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