-50.1%
CCI vs EVRG
+45.7%
-95.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -4.4% | -0.7% | -3.7% | -3.9% |
| 30D | +0.3% | 0.0% | +0.3% | +0.2% |
| 3M | -20.0% | -1.0% | -19.0% | -19.6% |
| 6M | -14.5% | +1.0% | -15.5% | -15.4% |
| YTD | -14.9% | +15.1% | -29.9% | -23.7% |
| 1Y | -17.7% | +17.6% | -35.2% | -27.5% |
| 3Y | -12.4% | +70.5% | -82.8% | -42.0% |
| 5Y | -50.1% | +48.9% | -99.0% | -63.8% |
| All | -50.1% | +45.7% | -95.8% | -63.8% |
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