-77.3%
ENPH vs LPLA
+147.5%
-224.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.8% |
| 7D | -0.1% | -1.5% | +1.5% | +0.2% |
| 30D | -10.8% | -6.0% | -4.8% | -9.7% |
| 3M | -33.8% | +24.0% | -57.9% | -37.4% |
| 6M | -16.1% | +17.0% | -33.1% | -20.0% |
| YTD | +13.4% | -0.7% | +14.1% | +13.0% |
| 1Y | -2.6% | +2.1% | -4.7% | -3.8% |
| 3Y | -70.3% | +48.7% | -118.9% | -75.7% |
| All | -77.3% | +147.5% | -224.8% | -87.0% |
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 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