+12.1%
CI vs EVRG
+19.2%
-7.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | 0.0% |
| 7D | +1.2% | +1.4% | -0.2% | +0.6% |
| 30D | +2.6% | +7.4% | -4.8% | -0.2% |
| 3M | +7.4% | +7.2% | +0.2% | +4.5% |
| 6M | -0.1% | +9.5% | -9.6% | -3.4% |
| YTD | +9.7% | +25.6% | -15.8% | +4.3% |
| 1Y | +12.1% | +20.3% | -8.2% | +7.4% |
| All | +12.1% | +19.2% | -7.1% | +7.4% |
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