-45.5%
INFY vs CP
+32.2%
-77.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | -9.8% | -2.7% | -7.1% | -9.0% |
| 30D | -13.4% | -3.4% | -10.1% | -12.5% |
| 3M | -7.2% | -0.6% | -6.6% | -7.1% |
| 6M | -20.6% | +6.3% | -26.9% | -22.4% |
| YTD | -37.5% | +21.2% | -58.6% | -41.7% |
| 1Y | -33.4% | +20.0% | -53.4% | -37.7% |
| 3Y | -32.4% | +18.7% | -51.1% | -38.0% |
| 5Y | -45.5% | +34.8% | -80.2% | -52.6% |
| All | -45.5% | +32.2% | -77.7% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling