+6,507.0%
CDNS vs EVRG
+2,261.5%
+4,245.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | +1.0% | +1.4% | -0.5% | +0.4% |
| 30D | -2.0% | +7.4% | -9.3% | -4.7% |
| 3M | -0.2% | +7.2% | -7.5% | -3.1% |
| 6M | -8.9% | +9.5% | -18.4% | -12.6% |
| YTD | +3.3% | +25.6% | -22.2% | -6.4% |
| 1Y | +2.2% | +20.4% | -18.1% | -6.0% |
| 3Y | +22.4% | +108.8% | -86.4% | -11.2% |
| 5Y | +78.0% | +68.0% | +10.1% | +39.2% |
| 10Y | +1,175.2% | +124.6% | +1,050.6% | +744.5% |
| All | +6,507.0% | +2,261.5% | +4,245.5% | +1,373.0% |
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