+604.3%
CEG vs INFY
-49.5%
+653.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.7% |
| 7D | -4.8% | -5.4% | +0.6% | -3.8% |
| 30D | +2.3% | -9.9% | +12.2% | +4.2% |
| 3M | +15.6% | -4.6% | +20.2% | +15.7% |
| 6M | -5.0% | -18.5% | +13.5% | -1.8% |
| YTD | -19.0% | -36.5% | +17.5% | -10.4% |
| 1Y | -10.0% | -32.8% | +22.8% | -2.9% |
| 3Y | +163.9% | -32.2% | +196.1% | +183.2% |
| All | +604.3% | -49.5% | +653.8% | +669.0% |
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