+69.9%
CNP vs ENPH
-77.5%
+147.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.6% | -0.7% |
| 7D | +0.7% | +3.4% | -2.7% | +0.5% |
| 30D | -0.1% | -10.3% | +10.2% | +0.3% |
| 3M | -5.6% | -31.4% | +25.8% | -4.4% |
| 6M | -7.5% | -10.1% | +2.6% | -8.0% |
| YTD | +5.5% | +14.6% | -9.1% | +3.0% |
| 1Y | +8.3% | -3.2% | +11.6% | +6.5% |
| 3Y | +51.8% | -69.5% | +121.2% | +56.2% |
| 5Y | +69.9% | -77.2% | +147.1% | +80.5% |
| All | +69.9% | -77.5% | +147.4% | +80.5% |
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 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