+6.4%
OXY vs INFY
+80.1%
-73.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | +2.8% | -5.4% | +8.2% | +4.8% |
| 30D | +5.5% | -9.9% | +15.3% | +9.2% |
| 3M | +11.3% | -4.6% | +15.9% | +11.8% |
| 6M | +11.6% | -18.5% | +30.1% | +18.0% |
| YTD | +51.6% | -36.5% | +88.1% | +75.3% |
| 1Y | +36.2% | -32.8% | +69.0% | +52.3% |
| 3Y | +1.7% | -32.2% | +33.9% | +9.9% |
| 5Y | +164.5% | -44.7% | +209.2% | +202.1% |
| All | +6.4% | +80.1% | -73.7% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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