+8,364.3%
LRCX vs ENPH
+417.7%
+7,946.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +3.1% |
| 7D | +10.4% | +9.3% | +1.2% | +9.0% |
| 30D | +2.9% | -7.3% | +10.2% | +4.0% |
| 3M | -1.2% | -31.7% | +30.6% | +4.7% |
| 6M | +60.9% | -3.5% | +64.3% | +60.9% |
| YTD | +87.5% | +21.2% | +66.4% | +78.2% |
| 1Y | +206.6% | +0.1% | +206.6% | +198.5% |
| 3Y | +392.1% | -67.7% | +459.8% | +432.8% |
| 5Y | +478.4% | -76.2% | +554.7% | +535.0% |
| 10Y | +3,821.0% | +2,057.2% | +1,763.8% | +2,606.6% |
| All | +8,364.3% | +417.7% | +7,946.6% | +5,876.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling