+296.1%
RCL vs EVRG
+67.4%
+228.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +8.5% | +3.5% | +5.0% | +7.4% |
| 30D | +20.4% | +9.2% | +11.2% | +17.2% |
| 3M | +11.0% | +8.6% | +2.4% | +8.2% |
| 6M | +24.9% | +10.0% | +14.9% | +21.0% |
| YTD | +23.9% | +25.1% | -1.2% | +14.4% |
| 1Y | +30.8% | +19.5% | +11.3% | +22.8% |
| 3Y | +270.4% | +102.3% | +168.1% | +181.0% |
| 5Y | +296.1% | +66.8% | +229.3% | +215.1% |
| All | +296.1% | +67.4% | +228.7% | +215.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling