+74.7%
CSX vs INFY
-26.7%
+101.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.3% |
| 7D | -3.4% | -2.9% | -0.5% | -3.0% |
| 30D | -3.1% | -6.2% | +3.2% | -2.3% |
| 3M | +7.2% | -4.9% | +12.1% | +7.7% |
| 6M | +16.2% | -16.6% | +32.8% | +19.1% |
| YTD | +37.5% | -32.9% | +70.5% | +46.9% |
| 1Y | +53.2% | -26.9% | +80.1% | +59.0% |
| All | +74.7% | -26.7% | +101.4% | +78.0% |
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