+1,111.7%
ENPH vs LBRT
-16.2%
+1,127.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.1% | -6.0% | +0.5% |
| 7D | +4.1% | -11.9% | +16.0% | +6.4% |
| 30D | -11.4% | -31.9% | +20.6% | -5.3% |
| 3M | -30.5% | -34.9% | +4.3% | -25.5% |
| 6M | -20.2% | -60.7% | +40.4% | -5.5% |
| YTD | -9.3% | -29.2% | +19.9% | -6.5% |
| 1Y | -3.8% | -23.6% | +19.9% | -2.7% |
| 3Y | -61.5% | -26.8% | -34.7% | -63.0% |
| 5Y | -87.9% | +16.3% | -104.2% | -90.0% |
| All | +1,111.7% | -16.2% | +1,127.8% | +669.4% |
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 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