Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs ENPH✓SelectedUSD · ENPHCPRT vs ENPH performance historyLatest closeAs of-4.00%09/10
Stock and ETF performance explorer

CPRT vs ENPH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+387.6%
ENPH return
+1,936.5%
Excess return
-1,548.9%
Maximum drawdown
-57.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioENPHExcessAlpha
1D-4.0%+0.4%-4.4%-4.0%
7D-8.4%+1.5%-9.9%-8.6%
30D+4.6%-12.9%+17.5%+5.8%
3M-1.9%-27.1%+25.2%+0.4%
6M-15.3%-15.4%+0.1%-15.7%
YTD-21.5%+15.0%-36.5%-25.0%
1Y-36.6%-0.7%-35.9%-38.8%
3Y-31.2%-69.3%+38.1%-28.5%
5Y-14.1%-76.7%+62.6%-10.9%
All+387.6%+1,936.5%-1,548.9%+273.5%

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