+123.9%
SBUX vs ENPH
+1,908.3%
-1,784.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -8.5% | -10.8% | +2.4% | -7.6% |
| 3M | -2.9% | -33.8% | +30.9% | +0.2% |
| 6M | -1.5% | -16.1% | +14.6% | -1.8% |
| YTD | +19.4% | +13.4% | +6.0% | +14.9% |
| 1Y | +22.9% | -2.6% | +25.5% | +19.5% |
| 3Y | +11.3% | -70.3% | +81.5% | +15.7% |
| 5Y | -6.9% | -77.0% | +70.2% | -3.5% |
| All | +123.9% | +1,908.3% | -1,784.4% | +89.8% |
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