+989.3%
EVRG vs CNI
+6,494.7%
-5,505.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.6% | +0.9% | -0.3% | +0.3% |
| 30D | -0.2% | -2.1% | +1.9% | +0.3% |
| 3M | -0.5% | +1.8% | -2.3% | -1.1% |
| 6M | +0.2% | +14.8% | -14.6% | -3.9% |
| YTD | +14.9% | +25.4% | -10.5% | +7.3% |
| 1Y | +18.2% | +32.9% | -14.7% | +8.4% |
| 3Y | +70.2% | +20.2% | +50.0% | +58.7% |
| 5Y | +45.3% | +12.2% | +33.2% | +37.0% |
| 10Y | +112.4% | +136.0% | -23.6% | +60.6% |
| All | +989.3% | +6,494.7% | -5,505.4% | +383.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling