-49.6%
ORCL vs ENPH
-5.9%
-43.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.0% | +2.9% |
| 7D | +0.5% | +4.1% | -3.6% | +0.1% |
| 30D | -15.3% | -11.4% | -3.9% | -14.1% |
| 3M | -18.2% | -30.5% | +12.3% | -14.6% |
| 6M | -38.4% | -20.2% | -18.2% | -36.1% |
| YTD | -37.7% | -9.3% | -28.5% | -38.3% |
| All | -49.6% | -5.9% | -43.7% | -49.9% |
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 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