+1,947.8%
ENPH vs LPLA
+1,226.8%
+721.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +1.5% | -3.7% | +5.2% | +2.8% |
| 30D | -12.9% | -6.4% | -6.5% | -10.9% |
| 3M | -27.1% | +20.2% | -47.3% | -32.7% |
| 6M | -15.4% | +12.8% | -28.3% | -20.9% |
| YTD | +15.0% | -2.5% | +17.5% | +13.8% |
| 1Y | -0.7% | +1.9% | -2.6% | -3.9% |
| 3Y | -69.3% | +45.0% | -114.3% | -76.5% |
| 5Y | -76.7% | +146.6% | -223.3% | -86.9% |
| All | +1,947.8% | +1,226.8% | +721.0% | +601.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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