+7,463.6%
CI vs EVRG
+2,068.9%
+5,394.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +1.3% | +1.1% | +0.2% | +0.9% |
| 30D | +4.4% | -1.0% | +5.5% | +4.8% |
| 3M | +0.7% | +0.4% | +0.3% | +0.4% |
| 6M | +0.3% | -0.8% | +1.2% | +0.6% |
| YTD | +3.8% | +15.3% | -11.5% | -2.1% |
| 1Y | -5.5% | +17.9% | -23.4% | -11.8% |
| 3Y | +8.1% | +71.9% | -63.8% | -13.9% |
| 5Y | +42.8% | +45.3% | -2.5% | +20.5% |
| 10Y | +143.9% | +113.1% | +30.8% | +72.7% |
| All | +7,463.6% | +2,068.9% | +5,394.7% | +2,123.1% |
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