+114.8%
CSCO vs EVRG
+44.9%
+69.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.6% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | -10.7% | -0.2% | -10.5% | -10.7% |
| 3M | -8.7% | -0.5% | -8.3% | -8.9% |
| 6M | +44.9% | +0.2% | +44.7% | +44.1% |
| YTD | +44.1% | +14.9% | +29.2% | +36.8% |
| 1Y | +65.9% | +18.2% | +47.7% | +55.8% |
| 3Y | +109.0% | +70.2% | +38.8% | +71.8% |
| 5Y | +114.8% | +45.3% | +69.4% | +84.0% |
| All | +114.8% | +44.9% | +69.8% | +84.0% |
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