+4.5%
CTSH vs KMI
+117.6%
-113.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +2.0% |
| 7D | +1.8% | -5.1% | +6.9% | +2.3% |
| 30D | +9.8% | -3.1% | +12.9% | +9.9% |
| 3M | +12.1% | +0.2% | +11.9% | +11.6% |
| 6M | +27.4% | +1.1% | +26.3% | +26.4% |
| YTD | -20.3% | +17.7% | -38.0% | -23.9% |
| 1Y | -8.8% | +19.6% | -28.4% | -13.4% |
| All | +4.5% | +117.6% | -113.1% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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