-89.3%
ENPH vs LPLA
+80.3%
-169.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -8.4% | -0.9% | -7.5% | -8.2% |
| 30D | -11.2% | -9.5% | -1.7% | -8.6% |
| 3M | -36.1% | -21.9% | -14.2% | -32.2% |
| 6M | -37.9% | -2.6% | -35.3% | -37.8% |
| YTD | -18.7% | -17.8% | -0.9% | -15.0% |
| 1Y | -9.8% | -21.2% | +11.4% | -4.8% |
| 3Y | -66.8% | +30.6% | -97.4% | -72.7% |
| All | -89.3% | +80.3% | -169.7% | -93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling