+333.1%
RCL vs INFY
+80.1%
+253.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | -0.4% |
| 7D | -1.9% | -5.4% | +3.5% | +1.2% |
| 30D | -15.5% | -9.9% | -5.7% | -10.6% |
| 3M | -9.7% | -4.6% | -5.1% | -8.9% |
| 6M | -8.7% | -18.5% | +9.7% | +0.4% |
| YTD | -5.8% | -36.5% | +30.8% | +19.0% |
| 1Y | -24.5% | -32.8% | +8.3% | -9.2% |
| 3Y | +173.9% | -32.2% | +206.1% | +215.3% |
| 5Y | +228.0% | -44.7% | +272.7% | +322.8% |
| All | +333.1% | +80.1% | +253.0% | +149.4% |
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