+316.5%
CHTR vs INFY
+134.4%
+182.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | -4.1% | -5.4% | +1.3% | -2.5% |
| 30D | -3.0% | -9.9% | +6.9% | +0.1% |
| 3M | +4.8% | -4.6% | +9.3% | +6.2% |
| 6M | -35.0% | -18.5% | -16.6% | -31.3% |
| YTD | -30.2% | -36.5% | +6.4% | -21.2% |
| 1Y | -44.8% | -32.8% | -12.0% | -39.0% |
| 3Y | -66.6% | -32.2% | -34.4% | -63.5% |
| 5Y | -81.5% | -44.7% | -36.8% | -78.9% |
| 10Y | -44.8% | +82.3% | -127.1% | -55.5% |
| All | +316.5% | +134.4% | +182.1% | +204.5% |
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 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