+219.2%
CB vs INFY
+77.5%
+141.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.8% | -9.8% | +7.0% | -0.5% |
| 30D | -2.4% | -13.4% | +11.0% | +0.7% |
| 3M | +2.8% | -7.2% | +10.0% | +4.1% |
| 6M | +4.8% | -20.6% | +25.4% | +9.5% |
| YTD | +9.2% | -37.5% | +46.6% | +20.0% |
| 1Y | +22.8% | -33.4% | +56.2% | +32.0% |
| 3Y | +71.1% | -32.4% | +103.6% | +79.4% |
| 5Y | +101.0% | -45.5% | +146.5% | +120.4% |
| All | +219.2% | +77.5% | +141.8% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling