-33.2%
INFY vs CP
+18.1%
-51.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | -9.8% | -2.7% | -7.1% | -9.1% |
| 30D | -13.4% | -3.4% | -10.1% | -12.7% |
| 3M | -7.2% | -0.6% | -6.6% | -7.1% |
| 6M | -20.6% | +6.3% | -26.9% | -21.9% |
| YTD | -37.5% | +21.2% | -58.6% | -40.8% |
| 1Y | -33.4% | +20.0% | -53.4% | -36.9% |
| All | -33.2% | +18.1% | -51.2% | -38.6% |
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