-4.4%
CLX vs ENPH
+1,908.3%
-1,912.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -1.1% |
| 7D | -5.7% | -0.1% | -5.6% | -5.7% |
| 30D | -17.0% | -10.8% | -6.2% | -17.0% |
| 3M | -9.7% | -33.8% | +24.1% | -9.7% |
| 6M | -19.8% | -16.1% | -3.7% | -19.9% |
| YTD | -9.8% | +13.4% | -23.3% | -9.9% |
| 1Y | -26.2% | -2.6% | -23.6% | -26.2% |
| 3Y | -36.2% | -70.3% | +34.1% | -36.5% |
| 5Y | -38.3% | -77.0% | +38.7% | -38.3% |
| All | -4.4% | +1,908.3% | -1,912.7% | +3.5% |
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