-26.0%
INFY vs CVE
+62.9%
-88.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -1.7% | +5.9% | -7.6% | -1.3% |
| 30D | +7.1% | -10.9% | +17.9% | +6.7% |
| 3M | -1.0% | -4.5% | +3.5% | -1.1% |
| 6M | +5.9% | -1.0% | +6.8% | +5.5% |
| YTD | -29.5% | +74.7% | -104.3% | -32.1% |
| 1Y | -26.0% | +65.8% | -91.8% | -28.3% |
| All | -26.0% | +62.9% | -88.9% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling