+10,004.6%
CHD vs EVRG
+2,060.4%
+7,944.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.1% |
| 7D | -4.2% | +0.6% | -4.7% | -4.3% |
| 30D | -7.6% | -0.2% | -7.3% | -7.6% |
| 3M | -1.6% | -0.5% | -1.1% | -1.5% |
| 6M | -6.3% | +0.2% | -6.5% | -6.4% |
| YTD | +14.6% | +14.9% | -0.3% | +10.5% |
| 1Y | +1.6% | +18.2% | -16.6% | -2.9% |
| 3Y | +3.1% | +70.2% | -67.0% | -10.6% |
| 5Y | +21.1% | +45.3% | -24.3% | +8.8% |
| 10Y | +128.6% | +112.4% | +16.2% | +83.6% |
| All | +10,004.6% | +2,060.4% | +7,944.2% | +5,278.3% |
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