+14,787.4%
CAH vs EVRG
+2,060.4%
+12,727.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | +1.2% | -0.2% | +1.4% | +1.2% |
| 3M | +13.1% | -0.5% | +13.5% | +13.2% |
| 6M | +8.5% | +0.2% | +8.3% | +8.2% |
| YTD | +17.6% | +14.9% | +2.7% | +12.4% |
| 1Y | +60.7% | +18.2% | +42.4% | +52.2% |
| 3Y | +183.2% | +70.2% | +113.0% | +138.2% |
| 5Y | +402.2% | +45.3% | +356.9% | +340.8% |
| 10Y | +302.3% | +112.4% | +189.9% | +208.3% |
| All | +14,787.4% | +2,060.4% | +12,727.0% | +5,817.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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