+379.9%
CPB vs EVRG
+2,261.5%
-1,881.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.6% | +3.0% |
| 7D | -1.6% | +1.4% | -3.0% | -2.0% |
| 30D | +19.2% | +7.4% | +11.8% | +17.0% |
| 3M | -1.0% | +7.2% | -8.2% | -2.8% |
| 6M | +15.2% | +9.5% | +5.7% | +12.4% |
| YTD | -13.1% | +25.6% | -38.7% | -18.3% |
| 1Y | -22.4% | +20.4% | -42.8% | -26.3% |
| 3Y | -35.3% | +108.8% | -144.1% | -47.1% |
| 5Y | -33.0% | +68.0% | -101.0% | -42.3% |
| 10Y | -39.2% | +124.6% | -163.8% | -53.0% |
| All | +379.9% | +2,261.5% | -1,881.6% | +112.7% |
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 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