+363.4%
ORCL vs ENPH
+2,033.5%
-1,670.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.8% | -4.4% | +1.9% |
| 7D | +15.0% | +9.3% | +5.7% | +14.3% |
| 30D | +10.5% | -7.3% | +17.8% | +11.1% |
| 3M | -23.0% | -31.7% | +8.7% | -21.2% |
| 6M | +7.0% | -3.5% | +10.5% | +6.5% |
| YTD | -15.8% | +21.2% | -37.0% | -17.9% |
| 1Y | -31.1% | +0.1% | -31.1% | -32.1% |
| 3Y | +33.3% | -67.7% | +101.0% | +36.9% |
| 5Y | +94.3% | -76.2% | +170.5% | +99.5% |
| 10Y | +363.4% | +2,057.2% | -1,693.8% | +285.2% |
| All | +363.4% | +2,033.5% | -1,670.1% | +285.2% |
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