+5,887.0%
CDNS vs EVRG
+2,068.9%
+3,818.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | -14.0% | +1.1% | -15.1% | -14.4% |
| 30D | -13.2% | -1.0% | -12.2% | -12.9% |
| 3M | -28.9% | +0.4% | -29.3% | -29.3% |
| 6M | -4.2% | -0.8% | -3.3% | -4.6% |
| YTD | -6.4% | +15.3% | -21.7% | -12.3% |
| 1Y | -16.2% | +17.9% | -34.1% | -22.4% |
| 3Y | +20.2% | +71.9% | -51.8% | -6.0% |
| 5Y | +76.6% | +45.3% | +31.4% | +46.3% |
| 10Y | +1,029.7% | +113.1% | +916.6% | +664.2% |
| All | +5,887.0% | +2,068.9% | +3,818.1% | +1,281.4% |
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