+181.3%
XLE vs ENPH
+1,928.7%
-1,747.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.3% | +1.3% |
| 7D | +0.3% | +3.4% | -3.1% | 0.0% |
| 30D | +8.5% | -10.3% | +18.8% | +9.3% |
| 3M | +14.6% | -31.4% | +46.0% | +17.5% |
| 6M | +17.6% | -10.1% | +27.7% | +16.5% |
| YTD | +48.1% | +14.6% | +33.5% | +42.4% |
| 1Y | +53.8% | -3.2% | +57.0% | +49.4% |
| 3Y | +56.2% | -69.5% | +125.7% | +61.6% |
| 5Y | +227.7% | -77.2% | +305.0% | +235.7% |
| 10Y | +181.3% | +1,940.0% | -1,758.7% | +122.4% |
| All | +181.3% | +1,928.7% | -1,747.4% | +122.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling