+1,500.5%
CIEN vs EVRG
+113.9%
+1,386.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +8.9% | +0.1% | +8.8% | +8.9% |
| 30D | -19.1% | -1.2% | -17.9% | -18.8% |
| 3M | -21.5% | -0.6% | -20.9% | -21.5% |
| 6M | +2.8% | +2.4% | +0.4% | +1.6% |
| YTD | +49.5% | +15.5% | +34.0% | +41.5% |
| 1Y | +163.8% | +16.8% | +147.0% | +148.3% |
| 3Y | +615.8% | +75.0% | +540.8% | +470.3% |
| 5Y | +548.4% | +49.3% | +499.0% | +444.7% |
| All | +1,500.5% | +113.9% | +1,386.5% | +1,106.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling