-38.6%
INFY vs CAI
-11.0%
-27.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -9.8% | -5.1% | -4.7% | -9.4% |
| 30D | -13.4% | +3.9% | -17.3% | -13.7% |
| 3M | -7.2% | +40.1% | -47.3% | -10.2% |
| 6M | -20.6% | +29.7% | -50.3% | -23.2% |
| YTD | -37.5% | -10.9% | -26.6% | -37.3% |
| 1Y | -33.4% | -28.0% | -5.3% | -32.4% |
| All | -38.6% | -11.0% | -27.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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