+1,415.4%
ENPH vs LBRT
+33.5%
+1,381.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -2.4% | +8.7% | -11.1% | -4.1% |
| 30D | -6.6% | +6.6% | -13.2% | -8.1% |
| 3M | -46.8% | -34.5% | -12.3% | -42.3% |
| 6M | -14.7% | -24.5% | +9.7% | -10.7% |
| YTD | +13.5% | +12.7% | +0.8% | +8.0% |
| 1Y | -0.4% | +94.8% | -95.3% | -18.1% |
| 3Y | -71.7% | +31.9% | -103.6% | -75.8% |
| 5Y | -79.1% | +111.8% | -190.9% | -85.0% |
| All | +1,415.4% | +33.5% | +1,381.9% | +788.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling