+102.2%
USO vs EVRG
+15.1%
+87.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.9% | -9.0% | -7.9% |
| 7D | -12.7% | +2.3% | -15.0% | -12.3% |
| 30D | +1.0% | +9.0% | -8.0% | +2.6% |
| 3M | +25.6% | +3.7% | +21.9% | +26.7% |
| 6M | -1.5% | +6.8% | -8.3% | -0.2% |
| YTD | +110.3% | +21.9% | +88.3% | +104.5% |
| 1Y | +102.2% | +15.8% | +86.4% | +100.2% |
| All | +102.2% | +15.1% | +87.0% | +100.2% |
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