+219.2%
CVX vs INFY
+80.1%
+139.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.2% |
| 7D | +2.6% | -5.4% | +8.0% | +4.3% |
| 30D | +9.8% | -9.9% | +19.7% | +13.1% |
| 3M | +16.2% | -4.6% | +20.8% | +16.8% |
| 6M | +13.6% | -18.5% | +32.1% | +19.3% |
| YTD | +44.4% | -36.5% | +80.9% | +63.0% |
| 1Y | +40.6% | -32.8% | +73.3% | +54.3% |
| 3Y | +48.2% | -32.2% | +80.4% | +58.1% |
| 5Y | +172.3% | -44.7% | +217.0% | +205.3% |
| All | +219.2% | +80.1% | +139.1% | +108.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling