+325.3%
STX vs EVRG
+17.7%
+307.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -3.6% |
| 7D | -2.3% | +0.1% | -2.3% | -2.2% |
| 30D | -5.5% | -1.2% | -4.2% | -6.0% |
| 3M | -4.3% | -0.6% | -3.7% | -5.2% |
| 6M | +115.6% | +2.4% | +113.2% | +115.0% |
| YTD | +202.2% | +15.5% | +186.7% | +199.4% |
| 1Y | +325.3% | +16.8% | +308.5% | +316.4% |
| All | +325.3% | +17.7% | +307.6% | +316.4% |
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