+59.2%
LUV vs ENPH
+8.1%
+51.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.7% | +3.1% | +6.4% |
| 7D | +6.8% | +26.3% | -19.5% | +3.6% |
| 30D | +10.9% | -5.7% | +16.6% | +11.3% |
| 3M | -4.2% | -24.5% | +20.2% | -1.3% |
| 6M | +22.1% | -3.0% | +25.2% | +19.3% |
| YTD | +13.8% | -1.6% | +15.4% | +7.7% |
| 1Y | +59.2% | +8.8% | +50.5% | +44.7% |
| All | +59.2% | +8.1% | +51.1% | +44.7% |
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