+238.8%
RCL vs ENPH
-77.3%
+316.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.0% | -1.4% |
| 7D | -0.5% | +9.3% | -9.7% | -2.0% |
| 30D | -17.3% | -7.3% | -10.1% | -16.4% |
| 3M | -2.8% | -31.7% | +29.0% | +2.8% |
| 6M | -4.4% | -3.5% | -0.9% | -6.3% |
| YTD | -4.2% | +21.2% | -25.3% | -11.4% |
| 1Y | -23.4% | +0.1% | -23.4% | -27.2% |
| 3Y | +179.4% | -67.7% | +247.1% | +202.3% |
| 5Y | +238.8% | -76.2% | +315.0% | +289.4% |
| All | +238.8% | -77.3% | +316.1% | +289.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling