+242.8%
HL vs CTSH
-14.8%
+257.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.8% | -0.1% |
| 7D | +7.1% | -5.5% | +12.5% | +8.7% |
| 30D | +21.4% | +4.5% | +16.9% | +20.2% |
| 3M | +37.4% | +13.7% | +23.7% | +32.5% |
| 6M | +0.4% | -8.4% | +8.8% | +4.4% |
| YTD | +6.7% | -26.5% | +33.2% | +20.1% |
| 1Y | +102.4% | -13.9% | +116.3% | +110.3% |
| 3Y | +417.4% | -11.3% | +428.7% | +412.6% |
| All | +242.8% | -14.8% | +257.6% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 5y: compounded portfolio wealth divided by compounded CTSH 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…
5y analysis · Full analysis span regression · 6 months rolling