+50.5%
COP vs EVRG
+17.7%
+32.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +8.6% | -1.2% | +9.8% | +8.6% |
| 3M | +19.9% | -0.6% | +20.5% | +20.1% |
| 6M | +19.0% | +2.4% | +16.6% | +19.0% |
| YTD | +50.0% | +15.5% | +34.5% | +46.9% |
| 1Y | +50.5% | +16.8% | +33.7% | +47.9% |
| All | +50.5% | +17.7% | +32.8% | +47.9% |
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