+52.3%
XOM vs ENPH
-2.4%
+54.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.4% |
| 7D | +4.1% | -0.1% | +4.1% | +4.1% |
| 30D | +4.6% | -10.8% | +15.4% | +4.3% |
| 3M | +14.0% | -33.8% | +47.8% | +13.3% |
| 6M | +11.0% | -16.1% | +27.1% | +10.8% |
| YTD | +40.7% | +13.4% | +27.3% | +40.4% |
| 1Y | +52.3% | -2.6% | +54.9% | +50.3% |
| All | +52.3% | -2.4% | +54.7% | +50.3% |
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