+1,940.0%
ENPH vs COO
+36.7%
+1,903.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.2% | +0.8% | -2.0% |
| 7D | +3.4% | -9.0% | +12.3% | +8.8% |
| 30D | -10.3% | -16.8% | +6.6% | -0.8% |
| 3M | -31.4% | -7.5% | -23.9% | -29.2% |
| 6M | -10.1% | -16.3% | +6.1% | -3.1% |
| YTD | +14.6% | -22.5% | +37.1% | +29.8% |
| 1Y | -3.2% | -7.0% | +3.8% | -2.1% |
| 3Y | -69.5% | -27.5% | -42.0% | -65.9% |
| 5Y | -77.2% | -43.3% | -33.9% | -70.7% |
| 10Y | +1,940.0% | +37.6% | +1,902.4% | +1,556.6% |
| All | +1,940.0% | +36.7% | +1,903.3% | +1,556.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling