+395.2%
COR vs INFY
+80.1%
+315.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -2.8% | -5.4% | +2.6% | -1.8% |
| 30D | +2.6% | -9.9% | +12.4% | +4.6% |
| 3M | +14.5% | -4.6% | +19.0% | +15.1% |
| 6M | -7.8% | -18.5% | +10.7% | -4.7% |
| YTD | -4.2% | -36.5% | +32.3% | +4.0% |
| 1Y | +7.0% | -32.8% | +39.8% | +14.3% |
| 3Y | +85.5% | -32.2% | +117.7% | +93.4% |
| 5Y | +181.2% | -44.7% | +225.9% | +203.7% |
| All | +395.2% | +80.1% | +315.1% | +259.7% |
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