+42.8%
LRCX vs ENPH
+8.1%
+34.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.7% | -7.7% | -4.8% |
| 7D | -12.8% | +26.3% | -39.0% | -17.3% |
| 30D | -36.0% | -5.7% | -30.3% | -35.5% |
| 3M | -30.2% | -24.5% | -5.8% | -26.1% |
| 6M | -14.2% | -3.0% | -11.2% | -8.5% |
| YTD | +29.7% | -1.6% | +31.3% | +30.5% |
| 1Y | +42.8% | +8.8% | +34.0% | +35.8% |
| All | +42.8% | +8.1% | +34.7% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling