-28.0%
ORCL vs EVRG
+17.4%
-45.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +2.6% |
| 7D | +5.3% | +1.1% | +4.2% | +6.4% |
| 30D | +10.0% | -1.0% | +11.0% | +8.8% |
| 3M | -32.6% | +0.4% | -33.0% | -31.9% |
| 6M | +4.9% | -0.8% | +5.8% | +6.1% |
| YTD | -17.8% | +15.3% | -33.1% | -9.9% |
| 1Y | -28.0% | +17.9% | -45.9% | -22.4% |
| All | -28.0% | +17.4% | -45.4% | -22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling