+29.1%
CAVA vs EVRG
+57.0%
-27.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.2% | -4.8% | -5.8% |
| 7D | -8.5% | +0.6% | -9.1% | -8.6% |
| 30D | -8.2% | -0.2% | -8.0% | -8.2% |
| 3M | -25.9% | -0.5% | -25.5% | -25.9% |
| 6M | -30.9% | +0.2% | -31.1% | -30.9% |
| YTD | -3.7% | +14.9% | -18.6% | -6.3% |
| 1Y | -13.4% | +18.2% | -31.7% | -16.8% |
| 3Y | +44.2% | +70.2% | -25.9% | +26.6% |
| All | +29.1% | +57.0% | -27.9% | +17.9% |
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