+345.0%
CPB vs EVRG
+2,068.9%
-1,723.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.3% |
| 7D | -8.6% | +1.1% | -9.7% | -8.9% |
| 30D | -7.2% | -1.0% | -6.2% | -7.0% |
| 3M | +0.9% | +0.4% | +0.5% | +0.8% |
| 6M | -11.8% | -0.8% | -11.0% | -11.7% |
| YTD | -19.4% | +15.3% | -34.7% | -22.5% |
| 1Y | -30.4% | +17.9% | -48.3% | -33.5% |
| 3Y | -40.2% | +71.9% | -112.1% | -48.5% |
| 5Y | -39.5% | +45.3% | -84.8% | -45.9% |
| 10Y | -47.4% | +113.1% | -160.4% | -58.7% |
| All | +345.0% | +2,068.9% | -1,723.9% | +101.8% |
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