-46.6%
CLF vs INFY
-44.9%
-1.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.3% |
| 7D | -3.5% | -5.4% | +1.9% | -1.0% |
| 30D | -1.6% | -9.9% | +8.3% | +3.0% |
| 3M | -12.0% | -4.6% | -7.5% | -11.6% |
| 6M | +30.0% | -18.5% | +48.4% | +40.8% |
| YTD | -9.2% | -36.5% | +27.3% | +12.3% |
| 1Y | +2.3% | -32.8% | +35.0% | +20.3% |
| 3Y | -14.4% | -32.2% | +17.8% | -1.0% |
| All | -46.6% | -44.9% | -1.7% | -33.4% |
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 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