+1,940.0%
ENPH vs CASY
+468.0%
+1,472.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -14.2% | +8.8% | -0.3% |
| 7D | +3.4% | -16.5% | +19.9% | +10.0% |
| 30D | -10.3% | -26.4% | +16.1% | -0.4% |
| 3M | -31.4% | -17.3% | -14.1% | -28.8% |
| 6M | -10.1% | -5.2% | -4.9% | -12.7% |
| YTD | +14.6% | +14.1% | +0.5% | +2.4% |
| 1Y | -3.2% | +16.6% | -19.8% | -14.8% |
| 3Y | -69.5% | +163.7% | -233.2% | -82.4% |
| 5Y | -77.2% | +231.3% | -308.5% | -88.4% |
| 10Y | +1,940.0% | +462.9% | +1,477.1% | +618.2% |
| All | +1,940.0% | +468.0% | +1,472.0% | +618.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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