+753.7%
CCJ vs EVRG
+124.6%
+629.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.6% |
| 7D | -0.8% | +1.4% | -2.2% | -1.1% |
| 30D | -13.2% | +7.4% | -20.6% | -14.5% |
| 3M | -27.6% | +7.2% | -34.9% | -28.8% |
| 6M | -38.7% | +9.5% | -48.2% | -40.0% |
| YTD | -22.7% | +25.6% | -48.3% | -26.6% |
| 1Y | -17.6% | +20.4% | -37.9% | -21.1% |
| 3Y | +62.7% | +108.8% | -46.1% | +37.3% |
| 5Y | +159.7% | +68.0% | +91.8% | +130.2% |
| All | +753.7% | +124.6% | +629.1% | +693.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling