-70.9%
USO vs INFY
+264.1%
-335.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.6% |
| 7D | +11.5% | -9.8% | +21.2% | +13.8% |
| 30D | +24.1% | -13.4% | +37.5% | +27.7% |
| 3M | +17.9% | -7.2% | +25.2% | +18.6% |
| 6M | +49.6% | -20.6% | +70.2% | +54.9% |
| YTD | +129.0% | -37.5% | +166.5% | +148.5% |
| 1Y | +112.0% | -33.4% | +145.4% | +125.7% |
| 3Y | +102.3% | -32.4% | +134.7% | +110.9% |
| 5Y | +224.5% | -45.5% | +270.0% | +249.9% |
| 10Y | +86.9% | +79.7% | +7.3% | +42.1% |
| All | -70.9% | +264.1% | -335.0% | -84.5% |
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