+114.2%
EVRG vs CLBK
+65.5%
+48.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.1% | -1.5% | +1.6% | +0.4% |
| 30D | -1.2% | -1.0% | -0.2% | -1.0% |
| 3M | -0.6% | +22.9% | -23.5% | -5.5% |
| 6M | +2.4% | +44.2% | -41.8% | -6.4% |
| YTD | +15.5% | +64.0% | -48.5% | +1.9% |
| 1Y | +16.8% | +65.7% | -48.8% | +2.5% |
| 3Y | +75.0% | +54.1% | +20.9% | +52.2% |
| 5Y | +49.3% | +44.7% | +4.6% | +24.3% |
| All | +114.2% | +65.5% | +48.7% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling