+1,940.0%
ENPH vs CAPR
-77.3%
+2,017.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.6% | -0.8% | -5.3% |
| 7D | +3.4% | -12.6% | +16.0% | +3.9% |
| 30D | -10.3% | +124.4% | -134.7% | -13.6% |
| 3M | -31.4% | -66.8% | +35.4% | -30.4% |
| 6M | -10.1% | -71.8% | +61.7% | -8.4% |
| YTD | +14.6% | -70.1% | +84.6% | +16.2% |
| 1Y | -3.2% | +33.3% | -36.5% | -16.8% |
| 3Y | -69.5% | +36.7% | -106.2% | -76.0% |
| 5Y | -77.2% | +72.5% | -149.7% | -82.9% |
| 10Y | +1,940.0% | -77.3% | +2,017.3% | +1,423.4% |
| All | +1,940.0% | -77.3% | +2,017.3% | +1,423.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAPR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling