+47.7%
XLE vs CTSH
-12.1%
+59.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +5.4% | -2.1% | +7.6% | +5.4% |
| 30D | -3.9% | +1.4% | -5.3% | -4.1% |
| 3M | +7.0% | +7.5% | -0.4% | +6.6% |
| 6M | +14.2% | +39.6% | -25.4% | +13.6% |
| YTD | +48.2% | -22.3% | +70.5% | +43.8% |
| 1Y | +47.7% | -12.0% | +59.6% | +38.8% |
| All | +47.7% | -12.1% | +59.8% | +38.8% |
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