+17.5%
LUV vs ENPH
+1,908.3%
-1,890.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.6% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -12.4% | -10.8% | -1.5% | -11.4% |
| 3M | -11.0% | -33.8% | +22.8% | -7.6% |
| 6M | -5.0% | -16.1% | +11.2% | -4.7% |
| YTD | -3.8% | +13.4% | -17.2% | -7.3% |
| 1Y | +25.9% | -2.6% | +28.5% | +22.8% |
| 3Y | +42.2% | -70.3% | +112.5% | +49.8% |
| 5Y | -10.8% | -77.0% | +66.3% | -6.4% |
| All | +17.5% | +1,908.3% | -1,890.8% | -7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling