+28.5%
BMY vs CTSH
-13.5%
+42.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | -1.4% | -2.3% | +0.9% | -1.0% |
| 30D | +5.1% | +7.4% | -2.3% | +3.9% |
| 3M | -3.0% | +10.9% | -13.9% | -4.8% |
| 6M | +13.1% | +24.7% | -11.6% | +8.2% |
| YTD | +20.3% | -22.0% | +42.3% | +25.1% |
| 1Y | +39.0% | -11.2% | +50.2% | +40.9% |
| 3Y | +42.0% | +3.9% | +38.1% | +40.4% |
| 5Y | +28.5% | -13.9% | +42.5% | +31.2% |
| All | +28.5% | -13.5% | +42.1% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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