+489.1%
CVS vs INFY
+2,974.7%
-2,485.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | -1.9% | -8.7% | +6.8% | -0.7% |
| 30D | -0.3% | -13.0% | +12.7% | +1.5% |
| 3M | -1.1% | -8.8% | +7.6% | -0.2% |
| 6M | +23.7% | -22.6% | +46.3% | +27.3% |
| YTD | +23.0% | -37.3% | +60.3% | +29.8% |
| 1Y | +37.2% | -33.4% | +70.5% | +43.3% |
| 3Y | +62.4% | -32.3% | +94.7% | +67.9% |
| 5Y | +31.8% | -45.2% | +77.1% | +39.1% |
| 10Y | +41.9% | +80.0% | -38.1% | +26.0% |
| All | +489.1% | +2,974.7% | -2,485.6% | +180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling