-53.5%
CSGP vs EVRG
+19.8%
-73.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.7% | +2.2% |
| 7D | -1.8% | +1.7% | -3.5% | -2.1% |
| 30D | +5.3% | +8.7% | -3.4% | +4.6% |
| 3M | +3.3% | +6.4% | -3.1% | +2.5% |
| 6M | -4.7% | +9.4% | -14.1% | -4.4% |
| YTD | -53.5% | +24.5% | -78.0% | -53.6% |
| All | -53.5% | +19.8% | -73.3% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling