-30.4%
CPB vs EVRG
+17.4%
-47.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -8.6% | +1.1% | -9.7% | -9.0% |
| 30D | -7.2% | -1.0% | -6.2% | -6.9% |
| 3M | +0.9% | +0.4% | +0.5% | +1.1% |
| 6M | -11.8% | -0.8% | -11.0% | -11.5% |
| YTD | -19.4% | +15.3% | -34.7% | -21.3% |
| 1Y | -30.4% | +17.9% | -48.3% | -30.3% |
| All | -30.4% | +17.4% | -47.8% | -30.3% |
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