+7.3%
SBUX vs ENPH
-89.7%
+97.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.1% |
| 7D | +1.6% | -8.4% | +10.0% | +2.5% |
| 30D | +14.8% | -11.2% | +26.0% | +15.9% |
| 3M | -0.8% | -36.1% | +35.3% | +3.4% |
| 6M | +2.2% | -37.9% | +40.2% | +4.9% |
| YTD | +29.5% | -18.7% | +48.1% | +26.2% |
| 1Y | +27.0% | -9.8% | +36.8% | +22.2% |
| 3Y | +10.9% | -66.8% | +77.7% | +12.9% |
| All | +7.3% | -89.7% | +97.0% | +18.9% |
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