+16.8%
EVRG vs CNI
+33.8%
-17.0%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -1.2% | -2.7% | +1.5% | -0.7% |
| 3M | -0.6% | +3.9% | -4.5% | -1.5% |
| 6M | +2.4% | +16.4% | -13.9% | -0.9% |
| YTD | +15.5% | +25.8% | -10.4% | +10.2% |
| 1Y | +16.8% | +32.4% | -15.6% | +11.5% |
| All | +16.8% | +33.8% | -17.0% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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