+20.2%
CLF vs INFY
-23.6%
+43.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.6% | -11.8% | -9.4% |
| 7D | -7.9% | +1.2% | -9.1% | -8.0% |
| 30D | +5.2% | +13.8% | -8.5% | +2.7% |
| 3M | +4.3% | -2.9% | +7.2% | +4.5% |
| 6M | +25.3% | +2.2% | +23.1% | +23.7% |
| YTD | -3.3% | -29.8% | +26.5% | +4.2% |
| 1Y | +20.2% | -23.3% | +43.5% | +27.2% |
| All | +20.2% | -23.6% | +43.8% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling