+270.3%
ORCL vs ENPH
+2,128.2%
-1,858.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.2% |
| 7D | +8.0% | -8.4% | +16.4% | +8.7% |
| 30D | -4.0% | -11.2% | +7.2% | -3.5% |
| 3M | -19.5% | -36.1% | +16.6% | -17.0% |
| 6M | -33.5% | -37.9% | +4.5% | -31.6% |
| YTD | -34.8% | -18.7% | -16.2% | -34.8% |
| 1Y | -41.6% | -9.8% | -31.8% | -42.0% |
| 3Y | +13.8% | -66.8% | +80.6% | +16.9% |
| 5Y | +43.4% | -89.6% | +133.0% | +54.8% |
| All | +270.3% | +2,128.2% | -1,858.0% | +208.0% |
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