-63.1%
CSGP vs EVRG
+66.7%
-129.8%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.6% |
| 7D | +1.3% | +1.4% | -0.1% | +0.8% |
| 30D | +2.8% | +7.4% | -4.6% | +0.1% |
| 3M | -6.3% | +7.2% | -13.5% | -8.8% |
| 6M | -3.2% | +9.5% | -12.6% | -6.5% |
| YTD | -54.0% | +25.6% | -79.5% | -58.2% |
| 1Y | -54.8% | +20.4% | -75.2% | -58.3% |
| 3Y | -60.6% | +108.8% | -169.4% | -72.0% |
| All | -63.1% | +66.7% | -129.8% | -71.8% |
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 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