+2,307.7%
JCI vs EVRG
+2,068.9%
+238.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | +3.8% | +1.1% | +2.7% | +3.4% |
| 30D | -5.7% | -1.0% | -4.7% | -5.4% |
| 3M | -1.4% | +0.4% | -1.8% | -1.8% |
| 6M | +4.1% | -0.8% | +5.0% | +4.1% |
| YTD | +21.7% | +15.3% | +6.4% | +15.4% |
| 1Y | +36.1% | +17.9% | +18.3% | +27.9% |
| 3Y | +154.4% | +71.9% | +82.5% | +108.2% |
| 5Y | +112.0% | +45.3% | +66.8% | +82.8% |
| 10Y | +322.2% | +113.1% | +209.2% | +211.5% |
| All | +2,307.7% | +2,068.9% | +238.8% | +798.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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