+17,239.3%
SOXL vs ENPH
+391.5%
+16,847.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.4% | -8.4% | -8.2% |
| 7D | +8.5% | +1.5% | +6.9% | +7.7% |
| 30D | -13.0% | -12.9% | -0.1% | -8.2% |
| 3M | -35.9% | -27.1% | -8.8% | -24.2% |
| 6M | +112.1% | -15.4% | +127.5% | +140.0% |
| YTD | +175.4% | +15.0% | +160.4% | +161.3% |
| 1Y | +304.9% | -0.7% | +305.6% | +307.2% |
| 3Y | +448.6% | -69.3% | +517.9% | +696.1% |
| 5Y | +156.1% | -76.7% | +232.8% | +330.3% |
| 10Y | +4,957.3% | +1,947.8% | +3,009.5% | +2,514.3% |
| All | +17,239.3% | +391.5% | +16,847.8% | +9,969.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling