+3,388.4%
CSGP vs EVRG
+746.2%
+2,642.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.2% |
| 7D | +13.9% | +2.3% | +11.6% | +12.9% |
| 30D | +16.0% | +8.8% | +7.2% | +12.4% |
| 3M | +6.1% | +6.1% | 0.0% | +3.7% |
| 6M | -8.2% | +8.9% | -17.1% | -11.2% |
| YTD | -52.3% | +23.6% | -76.0% | -56.4% |
| 1Y | -54.5% | +17.8% | -72.3% | -57.6% |
| 3Y | -58.6% | +92.9% | -151.5% | -68.4% |
| 5Y | -61.5% | +64.4% | -125.9% | -69.0% |
| 10Y | +74.7% | +121.4% | -46.8% | +19.9% |
| All | +3,388.4% | +746.2% | +2,642.2% | +906.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling