-63.1%
CSGP vs INFY
-41.2%
-21.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +1.3% | -1.7% | +3.0% | +2.1% |
| 30D | +2.8% | +7.1% | -4.2% | -0.1% |
| 3M | -6.3% | -1.0% | -5.4% | -6.0% |
| 6M | -3.2% | +5.9% | -9.0% | -5.9% |
| YTD | -54.0% | -29.5% | -24.4% | -47.5% |
| 1Y | -54.8% | -26.0% | -28.9% | -49.8% |
| 3Y | -60.6% | -19.4% | -41.2% | -59.5% |
| All | -63.1% | -41.2% | -21.9% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling