+74.3%
OKE vs ENPH
-70.3%
+144.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +4.5% | -10.8% | +15.3% | +5.0% |
| 3M | +9.6% | -33.8% | +43.4% | +11.5% |
| 6M | +15.4% | -16.1% | +31.5% | +14.9% |
| YTD | +36.5% | +13.4% | +23.0% | +32.2% |
| 1Y | +39.0% | -2.6% | +41.6% | +35.5% |
| 3Y | +74.3% | -70.3% | +144.5% | +77.9% |
| All | +74.3% | -70.3% | +144.6% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling