+64.8%
SLB vs EVRG
+68.4%
-3.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -3.7% | +1.7% | -5.4% | -4.1% |
| 30D | +2.9% | +8.7% | -5.8% | +0.9% |
| 3M | +0.2% | +6.4% | -6.2% | -1.3% |
| 6M | -4.4% | +9.4% | -13.8% | -6.6% |
| YTD | +33.4% | +24.5% | +9.0% | +26.1% |
| 1Y | +40.8% | +20.5% | +20.3% | +34.1% |
| 3Y | +3.2% | +101.6% | -98.4% | -14.8% |
| 5Y | +64.8% | +67.5% | -2.6% | +41.4% |
| All | +64.8% | +68.4% | -3.6% | +41.4% |
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 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