+251.6%
ORCL vs ENPH
+2,696.2%
-2,444.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.0% | +3.0% |
| 7D | +0.5% | +4.1% | -3.6% | +0.2% |
| 30D | -15.3% | -11.4% | -3.9% | -14.7% |
| 3M | -18.2% | -30.5% | +12.3% | -16.3% |
| 6M | -38.4% | -20.2% | -18.2% | -37.8% |
| YTD | -37.7% | -9.3% | -28.5% | -38.2% |
| 1Y | -49.3% | -3.8% | -45.5% | -49.9% |
| 3Y | +10.6% | -61.5% | +72.1% | +12.5% |
| 5Y | +35.5% | -87.9% | +123.4% | +44.8% |
| 10Y | +251.6% | +2,519.8% | -2,268.2% | +189.5% |
| All | +251.6% | +2,696.2% | -2,444.6% | +189.5% |
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