-46.9%
CPB vs EVRG
+113.2%
-160.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -7.8% | 0.0% | -7.8% | -7.9% |
| 3M | -6.9% | -1.0% | -6.0% | -6.7% |
| 6M | -12.2% | +1.0% | -13.2% | -12.5% |
| YTD | -21.1% | +15.1% | -36.2% | -24.6% |
| 1Y | -33.5% | +17.6% | -51.1% | -36.9% |
| 3Y | -43.2% | +70.5% | -113.6% | -52.2% |
| 5Y | -40.9% | +48.9% | -89.8% | -48.6% |
| All | -46.9% | +113.2% | -160.1% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling