+28.3%
CL vs INFY
-46.0%
+74.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.3% |
| 7D | -2.3% | -8.7% | +6.4% | -1.7% |
| 30D | -5.5% | -13.0% | +7.5% | -4.6% |
| 3M | +0.8% | -8.8% | +9.6% | +1.3% |
| 6M | -4.2% | -22.6% | +18.4% | -3.1% |
| YTD | +13.4% | -37.3% | +50.8% | +15.8% |
| 1Y | +7.1% | -33.4% | +40.4% | +8.8% |
| 3Y | +29.0% | -32.3% | +61.3% | +30.2% |
| 5Y | +28.3% | -45.2% | +73.5% | +28.6% |
| All | +28.3% | -46.0% | +74.3% | +28.6% |
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