-63.0%
CSGP vs INFY
-26.7%
-36.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.2% |
| 7D | -4.1% | -2.9% | -1.2% | -2.9% |
| 30D | +2.3% | -6.2% | +8.6% | +5.0% |
| 3M | -8.2% | -4.9% | -3.3% | -6.8% |
| 6M | -35.1% | -16.6% | -18.5% | -31.3% |
| YTD | -54.0% | -32.9% | -21.1% | -47.9% |
| 1Y | -65.3% | -26.9% | -38.4% | -61.9% |
| All | -63.0% | -26.7% | -36.3% | -61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling