+20.6%
CHD vs EVRG
+45.7%
-25.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | -8.3% | 0.0% | -8.3% | -8.4% |
| 3M | -4.0% | -1.0% | -3.1% | -3.7% |
| 6M | -6.5% | +1.0% | -7.5% | -7.0% |
| YTD | +13.1% | +15.1% | -2.0% | +7.2% |
| 1Y | +2.3% | +17.6% | -15.3% | -4.0% |
| 3Y | +1.8% | +70.5% | -68.7% | -17.0% |
| 5Y | +20.6% | +48.9% | -28.3% | +2.5% |
| All | +20.6% | +45.7% | -25.1% | +2.5% |
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