+135.5%
CVE vs ENPH
+2,435.8%
-2,300.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.2% | +0.9% |
| 7D | -10.0% | -9.1% | -0.8% | -9.0% |
| 30D | -11.9% | -15.8% | +3.9% | -10.5% |
| 3M | -5.9% | -32.5% | +26.5% | -2.0% |
| 6M | -1.6% | -24.2% | +22.6% | -0.8% |
| YTD | +66.3% | -13.8% | +80.0% | +61.2% |
| 1Y | +57.5% | -15.8% | +73.4% | +52.9% |
| 3Y | +65.4% | -64.6% | +130.0% | +70.7% |
| 5Y | +144.2% | -88.1% | +232.2% | +180.0% |
| 10Y | +135.5% | +2,367.9% | -2,232.3% | +67.4% |
| All | +135.5% | +2,435.8% | -2,300.3% | +67.4% |
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