+606.9%
LULU vs EVRG
+649.9%
-43.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.8% | +2.0% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -18.1% | -1.2% | -16.9% | -17.6% |
| 3M | -18.8% | -0.6% | -18.2% | -18.7% |
| 6M | -39.2% | +2.4% | -41.6% | -40.4% |
| YTD | -52.4% | +15.5% | -67.8% | -56.3% |
| 1Y | -40.3% | +16.8% | -57.1% | -45.7% |
| 3Y | -75.1% | +75.0% | -150.1% | -82.4% |
| 5Y | -76.7% | +49.3% | -126.1% | -82.4% |
| 10Y | +52.7% | +113.5% | -60.7% | -19.3% |
| All | +606.9% | +649.9% | -43.0% | +5.6% |
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