-40.8%
INFY vs COO
-40.4%
-0.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -1.7% | +0.5% | -2.1% | -1.8% |
| 30D | +7.1% | +14.2% | -7.1% | +3.3% |
| 3M | -1.0% | -18.2% | +17.2% | +4.2% |
| 6M | +5.9% | +5.3% | +0.5% | +3.7% |
| YTD | -29.5% | -23.6% | -6.0% | -24.6% |
| 1Y | -26.0% | -12.7% | -13.3% | -23.8% |
| 3Y | -19.4% | -24.2% | +4.8% | -17.1% |
| All | -40.8% | -40.4% | -0.4% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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