-76.2%
ENPH vs CCEP
+108.6%
-184.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.0% | +6.4% |
| 7D | +9.3% | -1.0% | +10.2% | +9.7% |
| 30D | -7.3% | -1.6% | -5.7% | -6.7% |
| 3M | -31.7% | +11.9% | -43.6% | -35.9% |
| 6M | -3.5% | +7.5% | -10.9% | -7.9% |
| YTD | +21.2% | +18.7% | +2.4% | +9.7% |
| 1Y | +0.1% | +21.4% | -21.4% | -10.5% |
| 3Y | -67.7% | +89.1% | -156.8% | -76.8% |
| 5Y | -76.2% | +108.7% | -184.9% | -83.3% |
| All | -76.2% | +108.6% | -184.8% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 5y: compounded portfolio wealth divided by compounded CCEP 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…
5y analysis · Full analysis span regression · 6 months rolling