+489.2%
SPCX vs EVRG
+64.5%
+424.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -2.2% |
| 7D | +3.6% | +1.4% | +2.2% | -0.3% |
| 30D | -8.6% | +7.4% | -16.0% | -27.2% |
| 3M | -1.5% | +7.2% | -8.8% | -21.9% |
| 6M | +532.9% | +9.2% | +523.7% | +387.4% |
| YTD | +538.6% | +25.6% | +513.0% | +388.7% |
| 1Y | +442.9% | +20.4% | +422.5% | +316.0% |
| All | +489.2% | +64.5% | +424.7% | +345.7% |
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