-66.8%
ENPH vs LPLA
+29.4%
-96.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -8.4% | -0.9% | -7.5% | -8.4% |
| 30D | -11.2% | -9.5% | -1.7% | -10.7% |
| 3M | -36.1% | -21.9% | -14.2% | -35.8% |
| 6M | -37.9% | -2.6% | -35.3% | -37.6% |
| YTD | -18.7% | -17.8% | -0.9% | -17.5% |
| 1Y | -9.8% | -21.2% | +11.4% | -8.7% |
| 3Y | -66.8% | +30.6% | -97.4% | -64.2% |
| All | -66.8% | +29.4% | -96.2% | -64.2% |
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 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