+132.0%
WMT vs CTSH
+3.4%
+128.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -2.7% | -2.1% | -0.7% | -2.5% |
| 30D | +11.1% | +8.0% | +3.2% | +10.1% |
| 3M | +11.2% | +10.6% | +0.6% | +9.8% |
| 6M | -1.3% | +32.5% | -33.8% | -4.7% |
| YTD | +13.5% | -21.0% | +34.5% | +18.9% |
| 1Y | +22.5% | -9.9% | +32.4% | +23.8% |
| All | +132.0% | +3.4% | +128.6% | +118.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling