-6.7%
SBUX vs INFY
-44.9%
+38.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -5.5% | -5.4% | -0.1% | -4.1% |
| 30D | -8.5% | -9.9% | +1.4% | -6.0% |
| 3M | -2.9% | -4.6% | +1.7% | -2.5% |
| 6M | -1.5% | -18.5% | +16.9% | +3.2% |
| YTD | +19.4% | -36.5% | +55.9% | +34.1% |
| 1Y | +22.9% | -32.8% | +55.7% | +34.7% |
| 3Y | +11.3% | -32.2% | +43.5% | +18.9% |
| All | -6.7% | -44.9% | +38.1% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling