+5,893.7%
RCL vs EVRG
+1,244.3%
+4,649.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +8.5% | +3.5% | +5.0% | +6.7% |
| 30D | +20.4% | +9.2% | +11.2% | +15.2% |
| 3M | +11.0% | +8.6% | +2.4% | +6.5% |
| 6M | +24.9% | +10.0% | +14.9% | +18.6% |
| YTD | +23.9% | +25.1% | -1.2% | +9.7% |
| 1Y | +30.8% | +19.5% | +11.3% | +18.4% |
| 3Y | +270.4% | +102.3% | +168.1% | +153.2% |
| 5Y | +296.1% | +66.8% | +229.3% | +194.8% |
| 10Y | +375.0% | +125.0% | +250.0% | +199.5% |
| All | +5,893.7% | +1,244.3% | +4,649.4% | +1,592.8% |
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