+4,683.6%
CVX vs EVRG
+2,068.9%
+2,614.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +3.3% | +1.1% | +2.2% | +2.9% |
| 30D | +12.9% | -1.0% | +13.9% | +13.2% |
| 3M | +11.7% | +0.4% | +11.3% | +11.4% |
| 6M | +14.1% | -0.8% | +15.0% | +14.1% |
| YTD | +40.7% | +15.3% | +25.4% | +33.0% |
| 1Y | +37.5% | +17.9% | +19.6% | +28.7% |
| 3Y | +43.9% | +71.9% | -28.0% | +16.2% |
| 5Y | +161.5% | +45.3% | +116.2% | +121.8% |
| 10Y | +215.1% | +113.1% | +102.1% | +127.0% |
| All | +4,683.6% | +2,068.9% | +2,614.7% | +1,697.5% |
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