+18,455.8%
COR vs EVRG
+1,182.4%
+17,273.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -1.2% | +2.5% | -3.6% | -1.9% |
| 30D | +7.6% | +8.4% | -0.8% | +4.9% |
| 3M | +5.0% | +8.6% | -3.6% | +2.1% |
| 6M | +35.3% | +7.7% | +27.6% | +31.9% |
| YTD | +4.2% | +25.0% | -20.7% | -3.1% |
| 1Y | -3.4% | +18.7% | -22.2% | -8.7% |
| 3Y | +81.1% | +102.1% | -20.9% | +43.9% |
| 5Y | +195.8% | +66.8% | +129.0% | +147.5% |
| 10Y | +493.6% | +123.5% | +370.1% | +343.9% |
| All | +18,455.8% | +1,182.4% | +17,273.4% | +7,676.2% |
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 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