-9.8%
CPRT vs EVRG
+44.9%
-54.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +8.2% | -0.2% | +8.5% | +8.3% |
| 3M | +2.3% | -0.5% | +2.8% | +2.5% |
| 6M | -14.7% | +0.2% | -14.9% | -14.8% |
| YTD | -18.2% | +14.9% | -33.1% | -21.3% |
| 1Y | -33.4% | +18.2% | -51.6% | -36.5% |
| 3Y | -28.3% | +70.2% | -98.5% | -38.7% |
| 5Y | -9.8% | +45.3% | -55.2% | -22.5% |
| All | -9.8% | +44.9% | -54.7% | -22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling