+38.2%
CFG vs EVRG
+19.4%
+18.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.7% |
| 7D | -0.6% | +0.6% | -1.1% | -0.7% |
| 30D | -4.5% | -0.2% | -4.3% | -4.5% |
| 3M | +6.3% | -0.5% | +6.8% | +6.6% |
| 6M | +20.6% | +0.2% | +20.4% | +21.0% |
| YTD | +21.2% | +14.9% | +6.4% | +18.7% |
| 1Y | +38.2% | +18.2% | +20.0% | +35.9% |
| All | +38.2% | +19.4% | +18.8% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling