+78.9%
INFY vs CP
+232.0%
-153.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +1.3% |
| 7D | -5.4% | -2.6% | -2.8% | -4.4% |
| 30D | -9.9% | -3.7% | -6.1% | -8.6% |
| 3M | -4.6% | +0.1% | -4.7% | -4.7% |
| 6M | -18.5% | +7.8% | -26.3% | -21.1% |
| YTD | -36.5% | +21.7% | -58.2% | -41.7% |
| 1Y | -32.8% | +18.6% | -51.4% | -37.7% |
| 3Y | -32.2% | +17.5% | -49.7% | -38.3% |
| 5Y | -44.7% | +35.4% | -80.0% | -53.5% |
| All | +78.9% | +232.0% | -153.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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