+964.0%
XLE vs INFY
+3,191.3%
-2,227.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.4% | -0.3% |
| 7D | +2.2% | -2.9% | +5.1% | +2.7% |
| 30D | +11.8% | -6.2% | +18.0% | +13.0% |
| 3M | +9.8% | -4.9% | +14.7% | +10.3% |
| 6M | +15.6% | -16.6% | +32.2% | +18.4% |
| YTD | +45.3% | -32.9% | +78.2% | +53.9% |
| 1Y | +48.3% | -26.9% | +75.2% | +54.3% |
| 3Y | +55.4% | -26.6% | +82.0% | +60.4% |
| 5Y | +216.1% | -44.1% | +260.2% | +238.5% |
| 10Y | +178.4% | +90.0% | +88.4% | +139.5% |
| All | +964.0% | +3,191.3% | -2,227.3% | +584.9% |
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