+178.1%
EOG vs ENPH
-77.4%
+255.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +1.0% | +1.5% | -0.5% | +0.9% |
| 30D | +2.8% | -12.9% | +15.7% | +3.5% |
| 3M | +5.9% | -27.1% | +33.0% | +7.4% |
| 6M | +17.1% | -15.4% | +32.5% | +16.6% |
| YTD | +43.9% | +15.0% | +28.9% | +39.0% |
| 1Y | +26.9% | -0.7% | +27.6% | +23.5% |
| 3Y | +23.6% | -69.3% | +92.9% | +27.2% |
| 5Y | +178.1% | -76.7% | +254.8% | +202.4% |
| All | +178.1% | -77.4% | +255.5% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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