+3,416.5%
SBUX vs INFY
+3,014.1%
+402.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -5.5% | -5.4% | -0.1% | -4.4% |
| 30D | -8.5% | -9.9% | +1.4% | -6.6% |
| 3M | -2.9% | -4.6% | +1.7% | -2.5% |
| 6M | -1.5% | -18.5% | +16.9% | +1.8% |
| YTD | +19.4% | -36.5% | +55.9% | +29.1% |
| 1Y | +22.9% | -32.8% | +55.7% | +31.1% |
| 3Y | +11.3% | -32.2% | +43.5% | +17.8% |
| 5Y | -6.9% | -44.7% | +37.8% | +1.9% |
| 10Y | +125.4% | +82.3% | +43.1% | +93.1% |
| All | +3,416.5% | +3,014.1% | +402.4% | +2,017.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling