+2,186.8%
ENPH vs LDOS
+226.9%
+1,959.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.2% | -2.5% |
| 7D | -8.4% | -1.6% | -6.8% | -7.9% |
| 30D | -11.2% | +8.2% | -19.4% | -14.0% |
| 3M | -36.1% | -8.2% | -27.9% | -34.6% |
| 6M | -37.9% | +5.8% | -43.8% | -39.9% |
| YTD | -18.7% | -27.0% | +8.3% | -10.8% |
| 1Y | -9.8% | -31.0% | +21.2% | +1.3% |
| 3Y | -66.8% | +29.3% | -96.1% | -73.6% |
| 5Y | -89.6% | +48.7% | -138.4% | -92.4% |
| All | +2,186.8% | +226.9% | +1,959.9% | +1,011.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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