-23.5%
RCL vs ENPH
-5.7%
-17.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -1.1% |
| 7D | -2.2% | +3.4% | -5.6% | -2.6% |
| 30D | -15.7% | -10.3% | -5.4% | -14.6% |
| 3M | -8.0% | -31.4% | +23.4% | -4.0% |
| 6M | -10.1% | -10.1% | 0.0% | -10.5% |
| YTD | -5.9% | +14.6% | -20.5% | -10.8% |
| 1Y | -23.5% | -3.2% | -20.3% | -27.6% |
| All | -23.5% | -5.7% | -17.8% | -27.6% |
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