-24.0%
CG vs EVRG
+19.2%
-43.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +1.1% |
| 7D | +0.2% | +1.4% | -1.2% | +0.4% |
| 30D | +11.2% | +7.4% | +3.8% | +12.4% |
| 3M | -22.1% | +7.2% | -29.3% | -21.3% |
| 6M | -17.9% | +9.5% | -27.4% | -16.5% |
| YTD | -31.3% | +25.6% | -56.9% | -27.2% |
| 1Y | -24.0% | +20.4% | -44.3% | -19.6% |
| All | -24.0% | +19.2% | -43.2% | -19.6% |
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 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