-71.5%
ENPH vs LBRT
+26.0%
-97.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -2.4% | +8.7% | -11.1% | -3.5% |
| 30D | -6.6% | +6.6% | -13.2% | -7.6% |
| 3M | -46.8% | -34.5% | -12.3% | -44.0% |
| 6M | -14.7% | -24.5% | +9.7% | -11.9% |
| YTD | +13.5% | +12.7% | +0.8% | +10.2% |
| 1Y | -0.4% | +94.8% | -95.3% | -13.7% |
| All | -71.5% | +26.0% | -97.5% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling