+89.6%
CL vs INFY
+124.5%
-34.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +3.2% | -1.7% | +4.9% | +3.5% |
| 30D | +8.0% | +7.1% | +1.0% | +7.0% |
| 3M | +7.9% | -1.0% | +8.8% | +7.9% |
| 6M | +14.7% | +5.9% | +8.9% | +13.3% |
| YTD | +29.2% | -29.5% | +58.7% | +34.3% |
| 1Y | +29.5% | -26.0% | +55.5% | +33.4% |
| 3Y | +40.7% | -19.4% | +60.1% | +40.9% |
| 5Y | +43.9% | -40.9% | +84.8% | +50.6% |
| All | +89.6% | +124.5% | -34.9% | +46.3% |
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