+179.4%
RCL vs ENPH
-68.2%
+247.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.0% | -1.0% |
| 7D | -0.5% | +9.3% | -9.7% | -1.5% |
| 30D | -17.3% | -7.3% | -10.1% | -16.7% |
| 3M | -2.8% | -31.7% | +29.0% | +0.9% |
| 6M | -4.4% | -3.5% | -0.9% | -5.3% |
| YTD | -4.2% | +21.2% | -25.3% | -8.2% |
| 1Y | -23.4% | +0.1% | -23.4% | -25.5% |
| 3Y | +179.4% | -67.7% | +247.1% | +194.1% |
| All | +179.4% | -68.2% | +247.6% | +194.1% |
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