+607.3%
CEG vs INFY
-50.3%
+657.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +0.3% | -9.8% | +10.1% | +2.2% |
| 30D | +2.9% | -13.4% | +16.3% | +5.5% |
| 3M | +18.2% | -7.2% | +25.4% | +19.0% |
| 6M | -9.5% | -20.6% | +11.1% | -5.8% |
| YTD | -18.7% | -37.5% | +18.8% | -9.7% |
| 1Y | -10.1% | -33.4% | +23.2% | -3.1% |
| 3Y | +168.3% | -32.4% | +200.8% | +187.7% |
| All | +607.3% | -50.3% | +657.6% | +674.4% |
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