+2,519.8%
ENPH vs LDOS
+262.7%
+2,257.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +1.3% |
| 7D | +4.1% | -5.8% | +9.9% | +6.0% |
| 30D | -11.4% | +11.6% | -22.9% | -15.1% |
| 3M | -30.5% | -1.0% | -29.6% | -30.8% |
| 6M | -20.2% | +5.1% | -25.3% | -22.6% |
| YTD | -9.3% | -24.0% | +14.8% | -1.8% |
| 1Y | -3.8% | -30.3% | +26.5% | +7.9% |
| 3Y | -61.5% | +37.0% | -98.5% | -70.1% |
| 5Y | -87.9% | +53.4% | -141.2% | -91.1% |
| 10Y | +2,519.8% | +252.0% | +2,267.9% | +1,367.3% |
| All | +2,519.8% | +262.7% | +2,257.1% | +1,367.3% |
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