+303.7%
CCJ vs EVRG
+45.7%
+258.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -3.2% | -0.7% | -2.5% | -2.9% |
| 30D | -1.3% | 0.0% | -1.3% | -1.4% |
| 3M | +2.5% | -1.0% | +3.5% | +2.6% |
| 6M | -18.9% | +1.0% | -19.8% | -19.5% |
| YTD | +6.5% | +15.1% | -8.6% | +0.2% |
| 1Y | +22.8% | +17.6% | +5.2% | +14.3% |
| 3Y | +164.5% | +70.5% | +94.0% | +106.2% |
| 5Y | +303.7% | +48.9% | +254.9% | +224.7% |
| All | +303.7% | +45.7% | +258.1% | +224.7% |
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