+74.6%
CLF vs INFY
+124.5%
-49.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +10.4% | -1.7% | +12.1% | +11.3% |
| 30D | +0.6% | +7.1% | -6.5% | -5.0% |
| 3M | +4.1% | -1.0% | +5.1% | +1.8% |
| 6M | +15.1% | +5.9% | +9.2% | +5.6% |
| YTD | -4.7% | -29.5% | +24.8% | +10.6% |
| 1Y | +20.4% | -26.0% | +46.3% | +34.1% |
| 3Y | -23.4% | -19.4% | -4.0% | -20.5% |
| 5Y | -43.3% | -40.9% | -2.3% | -29.7% |
| All | +74.6% | +124.5% | -49.9% | -16.5% |
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 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