+1,079.2%
ENPH vs LBRT
-16.4%
+1,095.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +1.7% |
| 7D | -10.3% | -1.9% | -8.4% | -10.0% |
| 30D | -10.1% | -32.0% | +21.9% | -4.0% |
| 3M | -33.1% | -39.7% | +6.6% | -27.0% |
| 6M | -24.8% | -61.1% | +36.2% | -10.7% |
| YTD | -11.7% | -29.4% | +17.7% | -8.9% |
| 1Y | -8.2% | -24.5% | +16.2% | -7.0% |
| 3Y | -63.7% | -28.1% | -35.6% | -65.0% |
| 5Y | -88.7% | +23.9% | -112.6% | -90.9% |
| All | +1,079.2% | -16.4% | +1,095.5% | +649.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling