+105.2%
CTVA vs EVRG
+45.7%
+59.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -4.7% | -0.7% | -4.0% | -4.4% |
| 30D | +11.1% | 0.0% | +11.1% | +11.0% |
| 3M | +13.7% | -1.0% | +14.7% | +14.0% |
| 6M | +11.2% | +1.0% | +10.2% | +10.5% |
| YTD | +26.9% | +15.1% | +11.8% | +19.8% |
| 1Y | +18.8% | +17.6% | +1.2% | +11.1% |
| 3Y | +75.9% | +70.5% | +5.5% | +39.9% |
| 5Y | +105.2% | +48.9% | +56.4% | +64.6% |
| All | +105.2% | +45.7% | +59.6% | +64.6% |
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