+78.9%
INFY vs CRL
+256.1%
-177.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.5% | +1.0% |
| 7D | -5.4% | -3.5% | -1.8% | -4.5% |
| 30D | -9.9% | -2.1% | -7.7% | -9.4% |
| 3M | -4.6% | +48.0% | -52.5% | -14.7% |
| 6M | -18.5% | +64.7% | -83.2% | -29.8% |
| YTD | -36.5% | +39.5% | -76.0% | -43.0% |
| 1Y | -32.8% | +74.2% | -106.9% | -43.6% |
| 3Y | -32.2% | +39.4% | -71.6% | -42.7% |
| 5Y | -44.7% | -36.9% | -7.8% | -40.1% |
| All | +78.9% | +256.1% | -177.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling