+159.5%
CVE vs ENPH
-89.7%
+249.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +0.9% |
| 7D | +5.9% | -8.4% | +14.4% | +6.8% |
| 30D | -10.9% | -11.2% | +0.3% | -10.2% |
| 3M | -4.5% | -36.1% | +31.6% | -0.5% |
| 6M | -1.0% | -37.9% | +37.0% | +1.9% |
| YTD | +74.7% | -18.7% | +93.4% | +70.1% |
| 1Y | +65.8% | -9.8% | +75.6% | +58.9% |
| 3Y | +73.2% | -66.8% | +140.0% | +79.5% |
| All | +159.5% | -89.7% | +249.2% | +204.1% |
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