+219.2%
CVX vs ENPH
+1,908.3%
-1,689.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +9.8% | -10.8% | +20.7% | +10.6% |
| 3M | +16.2% | -33.8% | +50.0% | +19.1% |
| 6M | +13.6% | -16.1% | +29.7% | +13.2% |
| YTD | +44.4% | +13.4% | +31.0% | +39.3% |
| 1Y | +40.6% | -2.6% | +43.2% | +36.7% |
| 3Y | +48.2% | -70.3% | +118.4% | +53.0% |
| 5Y | +172.3% | -77.0% | +249.3% | +178.0% |
| All | +219.2% | +1,908.3% | -1,689.1% | +156.8% |
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