+19,339.2%
CMI vs EVRG
+2,071.0%
+17,268.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -12.4% | -1.2% | -11.2% | -12.0% |
| 3M | -14.8% | -0.6% | -14.2% | -14.8% |
| 6M | +0.8% | +2.4% | -1.6% | -0.8% |
| YTD | +10.2% | +15.5% | -5.3% | +2.7% |
| 1Y | +37.4% | +16.8% | +20.6% | +27.0% |
| 3Y | +153.3% | +75.0% | +78.3% | +93.2% |
| 5Y | +167.6% | +49.3% | +118.3% | +116.1% |
| 10Y | +514.4% | +113.5% | +400.9% | +295.9% |
| All | +19,339.2% | +2,071.0% | +17,268.2% | +5,101.7% |
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 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