+40.1%
CSGP vs INFY
+81.5%
-41.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.0% | +0.2% |
| 7D | -5.1% | -7.2% | +2.1% | -2.2% |
| 30D | +0.3% | -11.2% | +11.5% | +5.4% |
| 3M | -9.1% | -7.4% | -1.7% | -6.4% |
| 6M | -37.3% | -21.3% | -16.0% | -31.3% |
| YTD | -54.9% | -36.2% | -18.7% | -46.4% |
| 1Y | -65.5% | -31.3% | -34.3% | -60.6% |
| 3Y | -63.3% | -31.1% | -32.2% | -59.0% |
| 5Y | -65.8% | -44.9% | -20.9% | -58.7% |
| 10Y | +40.1% | +83.1% | -43.0% | +5.4% |
| All | +40.1% | +81.5% | -41.4% | +5.4% |
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 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