+307.6%
CLF vs INFY
+3,191.3%
-2,883.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.9% |
| 7D | +7.6% | -2.9% | +10.5% | +8.6% |
| 30D | -1.2% | -6.2% | +5.1% | +0.9% |
| 3M | -13.4% | -4.9% | -8.5% | -12.8% |
| 6M | +15.4% | -16.6% | +32.0% | +21.1% |
| YTD | -5.9% | -32.9% | +27.1% | +6.4% |
| 1Y | +18.8% | -26.9% | +45.7% | +29.4% |
| 3Y | -19.4% | -26.6% | +7.2% | -12.3% |
| 5Y | -47.7% | -44.1% | -3.7% | -37.8% |
| 10Y | +130.4% | +90.0% | +40.4% | +81.1% |
| All | +307.6% | +3,191.3% | -2,883.7% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling