+365.4%
STX vs EVRG
+17.4%
+348.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.1% |
| 7D | +2.4% | +1.1% | +1.2% | +2.9% |
| 30D | +1.4% | -1.0% | +2.4% | +0.9% |
| 3M | -8.2% | +0.4% | -8.6% | -8.9% |
| 6M | +127.0% | -0.8% | +127.9% | +125.8% |
| YTD | +209.1% | +15.3% | +193.8% | +205.5% |
| 1Y | +365.4% | +17.9% | +347.5% | +354.4% |
| All | +365.4% | +17.4% | +348.0% | +354.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling