+242.0%
COF vs INFY
+80.1%
+161.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.2% |
| 7D | -5.1% | -5.4% | +0.2% | -2.4% |
| 30D | -6.0% | -9.9% | +3.8% | -1.1% |
| 3M | +14.8% | -4.6% | +19.4% | +15.9% |
| 6M | +15.3% | -18.5% | +33.8% | +25.5% |
| YTD | -13.0% | -36.5% | +23.5% | +7.6% |
| 1Y | -5.7% | -32.8% | +27.0% | +11.9% |
| 3Y | +118.1% | -32.2% | +150.3% | +151.9% |
| 5Y | +46.2% | -44.7% | +90.9% | +86.0% |
| All | +242.0% | +80.1% | +161.9% | +120.3% |
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