+114.0%
EVRG vs CLBK
+67.9%
+46.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.1% | +1.2% | -0.1% | +0.8% |
| 30D | -1.0% | +9.1% | -10.1% | -3.1% |
| 3M | +0.4% | +27.7% | -27.3% | -5.4% |
| 6M | -0.8% | +40.8% | -41.7% | -8.9% |
| YTD | +15.3% | +66.4% | -51.0% | +1.5% |
| 1Y | +17.9% | +72.4% | -54.5% | +2.4% |
| 3Y | +71.9% | +50.7% | +21.2% | +50.7% |
| 5Y | +45.3% | +42.9% | +2.3% | +22.0% |
| All | +114.0% | +67.9% | +46.1% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling