+57.1%
CVE vs EVRG
+19.8%
+37.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.6% |
| 7D | -10.1% | +1.7% | -11.7% | -9.9% |
| 30D | -12.1% | +8.7% | -20.8% | -11.9% |
| 3M | -1.9% | +6.4% | -8.3% | -1.7% |
| 6M | -1.8% | +9.4% | -11.2% | -1.9% |
| YTD | +65.8% | +24.5% | +41.3% | +49.3% |
| All | +57.1% | +19.8% | +37.2% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling