-8.6%
CBRE vs EVRG
+17.4%
-26.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -2.0% | +1.1% | -3.1% | -2.1% |
| 30D | -2.2% | -1.0% | -1.2% | -2.1% |
| 3M | +12.9% | +0.4% | +12.5% | +13.0% |
| 6M | +4.3% | -0.8% | +5.2% | +4.3% |
| YTD | -8.0% | +15.3% | -23.4% | -8.1% |
| 1Y | -8.6% | +17.9% | -26.4% | -8.5% |
| All | -8.6% | +17.4% | -26.0% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling