+1,919.5%
CB vs INFY
+3,357.3%
-1,437.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | -1.7% | +4.6% | +3.2% |
| 30D | +7.3% | +7.1% | +0.3% | +5.9% |
| 3M | +9.4% | -1.0% | +10.4% | +9.3% |
| 6M | +19.6% | +5.9% | +13.8% | +17.7% |
| YTD | +21.5% | -29.5% | +51.0% | +27.4% |
| 1Y | +28.0% | -26.0% | +54.0% | +32.8% |
| 3Y | +74.9% | -19.4% | +94.3% | +76.8% |
| 5Y | +108.1% | -40.9% | +149.1% | +120.2% |
| 10Y | +251.8% | +121.9% | +129.9% | +189.7% |
| All | +1,919.5% | +3,357.3% | -1,437.8% | +1,186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling