+52.6%
XOM vs ENPH
+8.1%
+44.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.3% | -4.5% |
| 7D | -7.0% | +26.3% | -33.3% | -6.1% |
| 30D | +3.2% | -5.7% | +8.9% | +3.3% |
| 3M | +10.7% | -24.5% | +35.1% | +10.3% |
| 6M | +11.6% | -3.0% | +14.6% | +10.8% |
| YTD | +43.5% | -1.6% | +45.0% | +42.3% |
| 1Y | +52.6% | +8.8% | +43.8% | +52.0% |
| All | +52.6% | +8.1% | +44.5% | +52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling