+78.9%
INFY vs CLX
-3.7%
+82.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | -5.4% | -5.7% | +0.3% | -4.7% |
| 30D | -9.9% | -17.0% | +7.2% | -7.9% |
| 3M | -4.6% | -9.7% | +5.1% | -3.5% |
| 6M | -18.5% | -19.8% | +1.4% | -16.6% |
| YTD | -36.5% | -9.8% | -26.7% | -36.0% |
| 1Y | -32.8% | -26.2% | -6.6% | -30.8% |
| 3Y | -32.2% | -36.2% | +4.0% | -29.5% |
| 5Y | -44.7% | -38.3% | -6.3% | -42.8% |
| All | +78.9% | -3.7% | +82.6% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling