+897.6%
CCI vs EVRG
+673.8%
+223.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.2% | +0.9% | -0.7% | -0.2% |
| 30D | +0.5% | -0.5% | +1.0% | +0.7% |
| 3M | -16.3% | +1.5% | -17.8% | -16.9% |
| 6M | -13.9% | +1.2% | -15.1% | -14.4% |
| YTD | -12.4% | +16.3% | -28.8% | -18.2% |
| 1Y | -15.2% | +20.3% | -35.4% | -22.0% |
| 3Y | -9.9% | +72.3% | -82.2% | -29.2% |
| 5Y | -50.8% | +46.7% | -97.5% | -58.5% |
| 10Y | +18.3% | +113.8% | -95.5% | -16.6% |
| All | +897.6% | +673.8% | +223.9% | +237.6% |
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