-45.5%
INFY vs CPB
-40.6%
-4.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | +0.3% |
| 7D | -9.8% | -5.4% | -4.4% | -9.2% |
| 30D | -13.4% | -7.8% | -5.6% | -12.7% |
| 3M | -7.2% | -6.9% | -0.3% | -6.5% |
| 6M | -20.6% | -12.2% | -8.4% | -19.8% |
| YTD | -37.5% | -21.1% | -16.4% | -36.4% |
| 1Y | -33.4% | -33.5% | +0.1% | -31.6% |
| 3Y | -32.4% | -43.2% | +10.7% | -30.5% |
| 5Y | -45.5% | -40.9% | -4.6% | -43.8% |
| All | -45.5% | -40.6% | -4.8% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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