-19.4%
INFY vs CP
+36.4%
-55.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.7% | +2.1% | -3.8% | -2.3% |
| 30D | +7.1% | +9.3% | -2.3% | +4.6% |
| 3M | -1.0% | +0.5% | -1.4% | -1.2% |
| 6M | +5.9% | +10.4% | -4.6% | +3.1% |
| YTD | -29.5% | +28.7% | -58.2% | -34.5% |
| 1Y | -26.0% | +33.2% | -59.1% | -31.8% |
| 3Y | -19.4% | +38.4% | -57.8% | -29.0% |
| All | -19.4% | +36.4% | -55.8% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling