+167.6%
COPX vs EVRG
+45.7%
+121.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.2% | -7.2% | -7.0% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | 0.0% | 0.0% | 0.0% | -0.1% |
| 3M | +14.8% | -1.0% | +15.8% | +14.8% |
| 6M | +7.0% | +1.0% | +6.1% | +6.1% |
| YTD | +23.8% | +15.1% | +8.8% | +17.3% |
| 1Y | +75.7% | +17.6% | +58.1% | +64.9% |
| 3Y | +156.4% | +70.5% | +85.9% | +107.7% |
| 5Y | +167.6% | +48.9% | +118.7% | +119.7% |
| All | +167.6% | +45.7% | +121.9% | +119.7% |
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 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