-63.2%
CSGP vs EVRG
+64.6%
-127.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +1.3% | +1.9% | -0.6% | +0.5% |
| 30D | +10.7% | +9.0% | +1.7% | +7.2% |
| 3M | +3.3% | +6.3% | -3.0% | +0.9% |
| 6M | -10.3% | +9.9% | -20.2% | -13.5% |
| YTD | -54.6% | +23.8% | -78.4% | -58.5% |
| 1Y | -54.6% | +19.9% | -74.5% | -58.1% |
| 3Y | -60.3% | +94.3% | -154.6% | -70.9% |
| All | -63.2% | +64.6% | -127.9% | -72.2% |
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