+10.2%
ORCL vs ENPH
-65.0%
+75.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | -11.2% | +11.0% | -22.1% | -12.0% |
| 30D | -18.8% | -15.0% | -3.8% | -17.8% |
| 3M | -18.8% | -28.2% | +9.5% | -16.5% |
| 6M | -39.7% | -20.5% | -19.3% | -38.6% |
| YTD | -39.6% | -11.2% | -28.5% | -39.4% |
| 1Y | -51.7% | -8.7% | -43.1% | -51.7% |
| 3Y | +10.2% | -63.6% | +73.8% | +10.5% |
| All | +10.2% | -65.0% | +75.3% | +10.5% |
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 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