+139.9%
XLC vs INFY
+48.3%
+91.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | 0.0% |
| 7D | -1.4% | -8.7% | +7.3% | +1.7% |
| 30D | -0.9% | -13.0% | +12.1% | +3.9% |
| 3M | -0.3% | -8.8% | +8.4% | +2.1% |
| 6M | -5.2% | -22.6% | +17.4% | +2.5% |
| YTD | -5.3% | -37.3% | +32.0% | +9.8% |
| 1Y | -2.8% | -33.4% | +30.6% | +9.1% |
| 3Y | +71.2% | -32.3% | +103.5% | +86.5% |
| 5Y | +37.6% | -45.2% | +82.8% | +61.0% |
| All | +139.9% | +48.3% | +91.6% | +69.9% |
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