+72.0%
CNP vs EVRG
+49.3%
+22.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +0.5% |
| 7D | +1.6% | +0.9% | +0.8% | +1.0% |
| 30D | -0.8% | -0.5% | -0.2% | -0.4% |
| 3M | -3.6% | +1.5% | -5.1% | -4.6% |
| 6M | -6.9% | +1.2% | -8.1% | -7.7% |
| YTD | +6.4% | +16.3% | -9.9% | -5.3% |
| 1Y | +9.9% | +20.3% | -10.3% | -4.7% |
| 3Y | +53.1% | +72.3% | -19.2% | -0.5% |
| 5Y | +72.0% | +46.7% | +25.3% | +29.1% |
| All | +72.0% | +49.3% | +22.7% | +29.1% |
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 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