-14.9%
INFQ vs CPB
-23.5%
+8.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -2.8% |
| 7D | +4.8% | -8.0% | +12.8% | +2.5% |
| 30D | +13.4% | -2.4% | +15.8% | +12.8% |
| 3M | -3.3% | +0.5% | -3.8% | -3.4% |
| 6M | +13.7% | -10.5% | +24.2% | +8.4% |
| All | -14.9% | -23.5% | +8.6% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 3y: compounded portfolio wealth divided by compounded CPB 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…
3y analysis · Full analysis span regression · 6 months rolling