+70.8%
CDNS vs EVRG
+45.7%
+25.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -6.5% | -0.7% | -5.8% | -6.5% |
| 30D | -13.0% | 0.0% | -13.0% | -13.0% |
| 3M | -26.0% | -1.0% | -25.1% | -26.0% |
| 6M | -2.8% | +1.0% | -3.8% | -3.2% |
| YTD | -8.8% | +15.1% | -23.9% | -11.0% |
| 1Y | -15.8% | +17.6% | -33.4% | -18.2% |
| 3Y | +19.7% | +70.5% | -50.7% | +8.0% |
| 5Y | +70.8% | +48.9% | +21.9% | +55.3% |
| All | +70.8% | +45.7% | +25.1% | +55.3% |
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