-3.2%
ENPH vs CAPR
+35.4%
-38.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.6% | -0.8% | -5.4% |
| 7D | +3.4% | -12.6% | +16.0% | +3.4% |
| 30D | -10.3% | +124.4% | -134.7% | -10.2% |
| 3M | -31.4% | -66.8% | +35.4% | -31.3% |
| 6M | -10.1% | -71.8% | +61.7% | -10.0% |
| YTD | +14.6% | -70.1% | +84.6% | +14.7% |
| 1Y | -3.2% | +33.3% | -36.5% | -0.9% |
| All | -3.2% | +35.4% | -38.6% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling