+8,243.3%
LRCX vs ENPH
+389.6%
+7,853.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -0.6% |
| 7D | +9.5% | +3.4% | +6.2% | +9.0% |
| 30D | +3.1% | -10.3% | +13.3% | +4.6% |
| 3M | -3.4% | -31.4% | +28.0% | +2.4% |
| 6M | +49.7% | -10.1% | +59.8% | +51.3% |
| YTD | +84.9% | +14.6% | +70.3% | +77.1% |
| 1Y | +200.8% | -3.2% | +204.0% | +194.3% |
| 3Y | +385.1% | -69.5% | +454.5% | +429.5% |
| 5Y | +460.5% | -77.2% | +537.7% | +519.5% |
| 10Y | +3,866.3% | +1,940.0% | +1,926.3% | +2,660.5% |
| All | +8,243.3% | +389.6% | +7,853.7% | +5,839.8% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling