+27.6%
CAVA vs EVRG
+57.7%
-30.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | -8.0% | +0.1% | -8.1% | -8.0% |
| 30D | -19.6% | -1.2% | -18.3% | -19.4% |
| 3M | -36.7% | -0.6% | -36.1% | -36.6% |
| 6M | -30.6% | +2.4% | -33.0% | -30.8% |
| YTD | -4.8% | +15.5% | -20.2% | -7.4% |
| 1Y | -13.1% | +16.8% | -29.9% | -16.2% |
| 3Y | +48.8% | +75.0% | -26.2% | +28.7% |
| All | +27.6% | +57.7% | -30.1% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling