+1,362.5%
OXY vs EVRG
+2,060.4%
-697.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | +0.6% | +0.6% | +0.1% | +0.4% |
| 30D | +4.5% | -0.2% | +4.8% | +4.6% |
| 3M | +8.9% | -0.5% | +9.4% | +8.9% |
| 6M | +12.5% | +0.2% | +12.3% | +11.8% |
| YTD | +50.5% | +14.9% | +35.6% | +41.1% |
| 1Y | +38.6% | +18.2% | +20.4% | +28.2% |
| 3Y | -1.2% | +70.2% | -71.4% | -22.8% |
| 5Y | +161.6% | +45.3% | +116.3% | +115.3% |
| 10Y | +5.3% | +112.4% | -107.1% | -25.9% |
| All | +1,362.5% | +2,060.4% | -697.9% | +380.5% |
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