+13.2%
CNH vs EVRG
+44.9%
-31.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.6% |
| 7D | +1.8% | +0.6% | +1.3% | +1.6% |
| 30D | +32.6% | -0.2% | +32.9% | +32.5% |
| 3M | +29.4% | -0.5% | +29.9% | +29.4% |
| 6M | +26.0% | +0.2% | +25.8% | +25.6% |
| YTD | +52.2% | +14.9% | +37.3% | +44.6% |
| 1Y | +23.9% | +18.2% | +5.7% | +16.2% |
| 3Y | +10.1% | +70.2% | -60.0% | -11.4% |
| 5Y | +13.2% | +45.3% | -32.2% | -6.2% |
| All | +13.2% | +44.9% | -31.8% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling