-89.7%
CDE vs EVRG
+2,071.0%
-2,160.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +9.5% | -1.2% | +10.7% | +9.9% |
| 3M | +25.5% | -0.6% | +26.1% | +25.5% |
| 6M | -7.9% | +2.4% | -10.3% | -9.0% |
| YTD | +15.6% | +15.5% | +0.1% | +9.0% |
| 1Y | +34.0% | +16.8% | +17.2% | +25.9% |
| 3Y | +791.9% | +75.0% | +716.9% | +620.7% |
| 5Y | +197.7% | +49.3% | +148.4% | +155.2% |
| 10Y | +55.0% | +113.5% | -58.4% | +16.6% |
| All | -89.7% | +2,071.0% | -2,160.7% | -94.0% |
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