+126.8%
HL vs CTSH
-12.4%
+139.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.2% | -9.5% | -7.8% |
| 7D | +8.2% | +1.8% | +6.3% | +7.7% |
| 30D | -16.3% | +9.8% | -26.1% | -18.6% |
| 3M | -18.6% | +12.1% | -30.7% | -21.4% |
| 6M | -23.2% | +27.4% | -50.6% | -29.1% |
| YTD | -25.5% | -20.3% | -5.2% | -18.4% |
| 1Y | -4.8% | -8.8% | +4.0% | -1.8% |
| 3Y | +281.4% | +4.0% | +277.4% | +251.3% |
| All | +126.8% | -12.4% | +139.2% | +113.4% |
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