+342.5%
RCL vs ENPH
+1,928.7%
-1,586.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -0.9% |
| 7D | -2.2% | +3.4% | -5.6% | -2.8% |
| 30D | -15.7% | -10.3% | -5.4% | -14.2% |
| 3M | -8.0% | -31.4% | +23.4% | -2.6% |
| 6M | -10.1% | -10.1% | 0.0% | -10.9% |
| YTD | -5.9% | +14.6% | -20.5% | -12.2% |
| 1Y | -23.5% | -3.2% | -20.3% | -27.0% |
| 3Y | +174.4% | -69.5% | +243.8% | +196.6% |
| 5Y | +227.1% | -77.2% | +304.4% | +257.0% |
| 10Y | +342.5% | +1,940.0% | -1,597.5% | +227.2% |
| All | +342.5% | +1,928.7% | -1,586.2% | +227.2% |
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