+143.5%
CVE vs ENPH
+2,496.3%
-2,352.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.4% |
| 7D | +0.1% | -10.3% | +10.4% | +1.4% |
| 30D | -10.8% | -10.1% | -0.7% | -10.2% |
| 3M | -4.3% | -33.1% | +28.8% | -0.2% |
| 6M | -1.5% | -24.8% | +23.4% | -0.6% |
| YTD | +70.7% | -11.7% | +82.4% | +65.0% |
| 1Y | +58.1% | -8.2% | +66.3% | +51.7% |
| 3Y | +69.8% | -63.7% | +133.6% | +74.7% |
| 5Y | +148.9% | -88.7% | +237.6% | +188.0% |
| 10Y | +143.5% | +2,382.5% | -2,238.9% | +72.5% |
| All | +143.5% | +2,496.3% | -2,352.8% | +72.5% |
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