+320.2%
CVE vs ENPH
-78.8%
+398.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +2.5% | -2.4% | +4.9% | +2.7% |
| 30D | +16.7% | -6.6% | +23.4% | +17.4% |
| 3M | +9.3% | -46.8% | +56.1% | +16.0% |
| 6M | +43.6% | -14.7% | +58.3% | +43.0% |
| YTD | +93.6% | +13.5% | +80.1% | +83.7% |
| 1Y | +98.8% | -0.4% | +99.2% | +90.2% |
| 3Y | +73.6% | -71.7% | +145.3% | +86.8% |
| All | +320.2% | -78.8% | +398.9% | +383.2% |
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