-35.3%
CPB vs EVRG
+104.1%
-139.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.6% | +2.9% |
| 7D | -1.6% | +1.4% | -3.0% | -2.2% |
| 30D | +19.2% | +7.4% | +11.8% | +15.5% |
| 3M | -1.0% | +7.2% | -8.2% | -4.1% |
| 6M | +15.2% | +9.5% | +5.7% | +10.7% |
| YTD | -13.1% | +25.6% | -38.7% | -21.3% |
| 1Y | -22.4% | +20.4% | -42.8% | -28.6% |
| 3Y | -35.3% | +108.8% | -144.1% | -52.7% |
| All | -35.3% | +104.1% | -139.4% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling