+58.3%
CSX vs EVRG
+66.7%
-8.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.2% | -0.9% |
| 7D | +6.0% | +1.4% | +4.5% | +5.3% |
| 30D | +7.8% | +7.4% | +0.4% | +4.6% |
| 3M | +4.1% | +7.2% | -3.1% | +1.0% |
| 6M | +17.9% | +9.5% | +8.4% | +13.3% |
| YTD | +44.9% | +25.6% | +19.3% | +31.1% |
| 1Y | +51.1% | +20.4% | +30.8% | +39.2% |
| 3Y | +78.3% | +108.8% | -30.5% | +26.4% |
| All | +58.3% | +66.7% | -8.4% | +24.3% |
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 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