-9.6%
STZ vs EVRG
+17.4%
-27.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -1.9% | +1.1% | -3.0% | -2.3% |
| 30D | -1.9% | -1.0% | -0.9% | -1.5% |
| 3M | -6.2% | +0.4% | -6.6% | -5.9% |
| 6M | -14.0% | -0.8% | -13.2% | -13.7% |
| YTD | -5.1% | +15.3% | -20.5% | -8.6% |
| 1Y | -9.6% | +17.9% | -27.5% | -14.5% |
| All | -9.6% | +17.4% | -27.0% | -14.5% |
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