+31.8%
CLS vs ENPH
-4.6%
+36.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.5% | +2.1% |
| 7D | +20.1% | +3.4% | +16.7% | +19.3% |
| 30D | +6.0% | -10.3% | +16.3% | +8.0% |
| 3M | -10.3% | -31.4% | +21.1% | -4.9% |
| 6M | +24.5% | -10.1% | +34.6% | +29.0% |
| YTD | +12.9% | +14.6% | -1.7% | +10.8% |
| All | +31.8% | -4.6% | +36.4% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling