+17.0%
CDNS vs EVRG
+71.7%
-54.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | -0.1% |
| 7D | -7.2% | +0.6% | -7.8% | -7.1% |
| 30D | -14.3% | -0.2% | -14.0% | -14.3% |
| 3M | -27.2% | -0.5% | -26.7% | -27.2% |
| 6M | -4.5% | +0.2% | -4.7% | -4.2% |
| YTD | -9.0% | +14.9% | -23.8% | -7.1% |
| 1Y | -21.3% | +18.2% | -39.5% | -19.5% |
| All | +17.0% | +71.7% | -54.7% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling