+2,613.3%
FCX vs INFY
+2,974.7%
-361.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | +3.1% | -8.7% | +11.8% | +5.7% |
| 30D | +8.1% | -13.0% | +21.1% | +12.2% |
| 3M | +18.9% | -8.8% | +27.7% | +20.6% |
| 6M | +26.6% | -22.6% | +49.2% | +33.9% |
| YTD | +51.2% | -37.3% | +88.5% | +68.8% |
| 1Y | +75.6% | -33.4% | +108.9% | +91.9% |
| 3Y | +101.7% | -32.3% | +134.0% | +118.2% |
| 5Y | +134.6% | -45.2% | +179.9% | +168.4% |
| 10Y | +724.2% | +80.0% | +644.1% | +574.3% |
| All | +2,613.3% | +2,974.7% | -361.4% | +1,930.0% |
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