-62.7%
ENPH vs CASY
+154.1%
-216.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.5% | +2.1% |
| 7D | +4.1% | +3.6% | +0.5% | +3.8% |
| 30D | -11.4% | +7.2% | -18.6% | -11.9% |
| 3M | -30.5% | -16.9% | -13.6% | -29.6% |
| 6M | -20.2% | -19.3% | -0.9% | -18.6% |
| YTD | -9.3% | +25.6% | -34.9% | -16.5% |
| 1Y | -3.8% | +30.2% | -33.9% | -12.3% |
| All | -62.7% | +154.1% | -216.8% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling