-14.2%
CLF vs INFY
-32.6%
+18.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.9% |
| 7D | -2.7% | -8.7% | +6.0% | +0.8% |
| 30D | -3.2% | -13.0% | +9.8% | +2.1% |
| 3M | -5.0% | -8.8% | +3.8% | -2.6% |
| 6M | +26.6% | -22.6% | +49.2% | +40.1% |
| YTD | -9.0% | -37.3% | +28.4% | +11.8% |
| 1Y | +11.8% | -33.4% | +45.2% | +29.8% |
| All | -14.2% | -32.6% | +18.5% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling