-33.6%
CLX vs ENPH
-68.2%
+34.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.8% | -8.3% | -1.8% |
| 7D | -3.5% | +9.3% | -12.8% | -3.8% |
| 30D | -11.9% | -7.3% | -4.6% | -11.7% |
| 3M | -2.6% | -31.7% | +29.1% | -1.7% |
| 6M | -18.2% | -3.5% | -14.7% | -18.9% |
| YTD | -5.9% | +21.2% | -27.1% | -7.6% |
| 1Y | -23.8% | +0.1% | -23.9% | -24.9% |
| 3Y | -33.6% | -67.7% | +34.1% | -35.2% |
| All | -33.6% | -68.2% | +34.6% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling