-9.8%
CPRT vs ENPH
-77.5%
+67.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | -1.3% |
| 7D | -0.4% | +3.4% | -3.8% | -0.7% |
| 30D | +8.2% | -10.3% | +18.5% | +9.2% |
| 3M | +2.3% | -31.4% | +33.7% | +5.2% |
| 6M | -14.7% | -10.1% | -4.6% | -15.9% |
| YTD | -18.2% | +14.6% | -32.8% | -22.2% |
| 1Y | -33.4% | -3.2% | -30.2% | -35.8% |
| 3Y | -28.3% | -69.5% | +41.1% | -24.6% |
| 5Y | -9.8% | -77.2% | +67.4% | -5.2% |
| All | -9.8% | -77.5% | +67.7% | -5.2% |
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 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