+1,323.2%
CRS vs ENPH
+1,908.3%
-585.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.9% |
| 7D | -6.8% | -0.1% | -6.7% | -6.8% |
| 30D | -16.1% | -10.8% | -5.3% | -15.0% |
| 3M | -21.2% | -33.8% | +12.7% | -17.3% |
| 6M | +8.7% | -16.1% | +24.8% | +9.1% |
| YTD | +41.0% | +13.4% | +27.6% | +34.0% |
| 1Y | +82.7% | -2.6% | +85.3% | +76.0% |
| 3Y | +604.8% | -70.3% | +675.0% | +651.6% |
| 5Y | +1,384.7% | -77.0% | +1,461.7% | +1,473.3% |
| All | +1,323.2% | +1,908.3% | -585.1% | +865.4% |
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