+50.6%
LYB vs ENPH
+8.1%
+42.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.7% | -8.5% | -4.8% |
| 7D | -6.2% | +26.3% | -32.5% | -6.6% |
| 30D | +6.3% | -5.7% | +12.0% | +6.5% |
| 3M | +4.1% | -24.5% | +28.6% | +4.9% |
| 6M | -15.5% | -3.0% | -12.4% | -16.9% |
| YTD | +50.2% | -1.6% | +51.8% | +45.8% |
| 1Y | +50.6% | +8.8% | +41.8% | +47.4% |
| All | +50.6% | +8.1% | +42.5% | +47.4% |
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