+52.9%
CL vs INFY
+77.5%
-24.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -2.4% | -9.8% | +7.3% | -1.0% |
| 30D | -4.8% | -13.4% | +8.6% | -2.9% |
| 3M | -1.7% | -7.2% | +5.5% | -0.9% |
| 6M | -3.8% | -20.6% | +16.8% | -1.2% |
| YTD | +13.3% | -37.5% | +50.7% | +19.9% |
| 1Y | +8.3% | -33.4% | +41.7% | +13.2% |
| 3Y | +28.8% | -32.4% | +61.3% | +32.6% |
| 5Y | +28.5% | -45.5% | +74.0% | +35.6% |
| All | +52.9% | +77.5% | -24.5% | +21.9% |
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