+395.5%
ENPH vs LPLA
+1,129.4%
-733.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.4% | -3.1% | +0.7% | -1.2% |
| 30D | -6.6% | -0.1% | -6.5% | -6.8% |
| 3M | -46.8% | +23.2% | -70.0% | -51.6% |
| 6M | -14.7% | +15.5% | -30.3% | -21.3% |
| YTD | +13.5% | +0.9% | +12.6% | +10.7% |
| 1Y | -0.4% | +0.2% | -0.6% | -3.6% |
| 3Y | -71.7% | +55.2% | -127.0% | -79.2% |
| 5Y | -79.1% | +145.4% | -224.5% | -88.1% |
| 10Y | +1,898.4% | +1,229.7% | +668.7% | +390.4% |
| All | +395.5% | +1,129.4% | -733.9% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling