+27.7%
CL vs EVRG
+18.8%
+8.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -0.8% | +2.5% | -3.2% | -2.1% |
| 30D | +9.5% | +8.4% | +1.1% | +4.9% |
| 3M | +6.8% | +8.6% | -1.8% | +2.0% |
| 6M | +14.3% | +7.7% | +6.6% | +9.7% |
| YTD | +27.0% | +25.0% | +2.0% | +15.3% |
| All | +27.7% | +18.8% | +8.9% | +17.7% |
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 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