-17.6%
CCJ vs EVRG
+19.2%
-36.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.4% |
| 7D | -0.8% | +1.4% | -2.2% | -0.8% |
| 30D | -13.2% | +7.4% | -20.6% | -13.2% |
| 3M | -27.6% | +7.2% | -34.9% | -28.0% |
| 6M | -38.7% | +9.5% | -48.2% | -39.3% |
| YTD | -22.7% | +25.6% | -48.3% | -23.7% |
| 1Y | -17.6% | +20.4% | -37.9% | -19.9% |
| All | -17.6% | +19.2% | -36.8% | -19.9% |
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 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