+2,217.1%
EVRG vs COO
+5,493.5%
-3,276.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.4% |
| 7D | +1.7% | +4.3% | -2.6% | +1.4% |
| 30D | +8.7% | +17.6% | -8.9% | +7.8% |
| 3M | +6.4% | -13.9% | +20.3% | +7.1% |
| 6M | +9.4% | +6.6% | +2.9% | +8.9% |
| YTD | +24.5% | -22.0% | +46.5% | +25.7% |
| 1Y | +20.5% | -8.8% | +29.3% | +20.7% |
| 3Y | +101.6% | -21.5% | +123.1% | +102.8% |
| 5Y | +67.5% | -41.0% | +108.5% | +70.2% |
| 10Y | +122.3% | +40.9% | +81.4% | +118.8% |
| All | +2,217.1% | +5,493.5% | -3,276.4% | +2,113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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