+255.6%
XOM vs ENPH
-76.8%
+332.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +1.9% | +1.5% | +0.3% | +1.8% |
| 30D | +4.1% | -12.9% | +16.9% | +4.6% |
| 3M | +10.4% | -27.1% | +37.5% | +11.6% |
| 6M | +13.0% | -15.4% | +28.5% | +12.6% |
| YTD | +40.1% | +15.0% | +25.0% | +36.4% |
| 1Y | +51.1% | -0.7% | +51.8% | +48.0% |
| 3Y | +57.7% | -69.3% | +127.1% | +61.3% |
| All | +255.6% | -76.8% | +332.4% | +280.1% |
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