-69.9%
ENPH vs LPLA
+44.8%
-114.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.3% | -5.4% |
| 7D | +3.4% | -1.5% | +4.9% | +3.4% |
| 30D | -10.3% | -6.0% | -4.3% | -10.2% |
| 3M | -31.4% | +21.4% | -52.7% | -31.8% |
| 6M | -10.1% | +12.1% | -22.2% | -10.2% |
| YTD | +14.6% | -1.8% | +16.4% | +15.7% |
| 1Y | -3.2% | +3.2% | -6.4% | -2.1% |
| All | -69.9% | +44.8% | -114.8% | -70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling