+65.5%
CSX vs INFY
-45.2%
+110.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.0% | +0.1% |
| 7D | +0.6% | -7.2% | +7.9% | +2.0% |
| 30D | -2.3% | -11.2% | +8.9% | -0.1% |
| 3M | +4.3% | -7.4% | +11.7% | +5.3% |
| 6M | +23.4% | -21.3% | +44.6% | +28.7% |
| YTD | +36.4% | -36.2% | +72.6% | +49.1% |
| 1Y | +53.0% | -31.3% | +84.3% | +62.9% |
| 3Y | +70.6% | -31.1% | +101.7% | +78.3% |
| 5Y | +65.5% | -44.9% | +110.3% | +78.5% |
| All | +65.5% | -45.2% | +110.7% | +78.5% |
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