+37.5%
CVX vs INFY
-26.8%
+64.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.2% |
| 7D | +3.3% | -2.9% | +6.2% | +3.4% |
| 30D | +12.9% | -6.2% | +19.1% | +13.1% |
| 3M | +11.7% | -4.9% | +16.6% | +11.6% |
| 6M | +14.1% | -16.6% | +30.7% | +13.7% |
| YTD | +40.7% | -32.9% | +73.6% | +39.1% |
| 1Y | +37.5% | -26.9% | +64.4% | +32.5% |
| All | +37.5% | -26.8% | +64.3% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling