+2,396.4%
INFY vs CPB
+21.6%
+2,374.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.8% | -6.6% | -5.2% |
| 7D | -7.2% | -8.2% | +1.0% | -5.7% |
| 30D | -11.2% | -5.6% | -5.6% | -10.2% |
| 3M | -7.4% | +3.0% | -10.4% | -8.1% |
| 6M | -21.3% | -12.7% | -8.5% | -19.4% |
| YTD | -36.2% | -18.0% | -18.2% | -34.0% |
| 1Y | -31.3% | -31.7% | +0.5% | -26.4% |
| 3Y | -31.1% | -41.0% | +9.9% | -25.0% |
| 5Y | -44.9% | -38.4% | -6.5% | -41.4% |
| 10Y | +83.1% | -45.0% | +128.0% | +92.9% |
| All | +2,396.4% | +21.6% | +2,374.8% | +2,189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling