+189.0%
CDE vs INFY
-44.9%
+233.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.8% |
| 7D | -3.1% | -5.4% | +2.3% | -1.6% |
| 30D | +9.5% | -9.9% | +19.3% | +12.5% |
| 3M | +25.5% | -4.6% | +30.1% | +26.0% |
| 6M | -7.9% | -18.5% | +10.6% | -3.2% |
| YTD | +15.6% | -36.5% | +52.1% | +31.1% |
| 1Y | +34.0% | -32.8% | +66.8% | +47.3% |
| 3Y | +791.9% | -32.2% | +824.1% | +870.6% |
| All | +189.0% | -44.9% | +233.8% | +209.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling