+52.5%
SOXX vs CTSH
-7.5%
+60.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.2% | -1.9% |
| 7D | -13.7% | -0.9% | -12.8% | -13.7% |
| 30D | -23.6% | +13.1% | -36.7% | -19.3% |
| 3M | -16.9% | +17.9% | -34.8% | -10.3% |
| 6M | -2.4% | +28.5% | -30.9% | +15.2% |
| YTD | +49.8% | -19.3% | +69.1% | +83.7% |
| 1Y | +52.5% | -7.6% | +60.1% | +76.2% |
| All | +52.5% | -7.5% | +60.0% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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