+552.0%
XLP vs INFY
+3,357.3%
-2,805.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.5% | -1.7% | +4.2% | +2.7% |
| 30D | +7.3% | +7.1% | +0.3% | +6.7% |
| 3M | +8.1% | -1.0% | +9.1% | +8.1% |
| 6M | +10.5% | +5.9% | +4.6% | +9.7% |
| YTD | +21.2% | -29.5% | +50.7% | +23.8% |
| 1Y | +22.7% | -26.0% | +48.7% | +24.8% |
| 3Y | +44.8% | -19.4% | +64.2% | +45.7% |
| 5Y | +44.7% | -40.9% | +85.7% | +48.4% |
| 10Y | +139.1% | +121.9% | +17.2% | +120.7% |
| All | +552.0% | +3,357.3% | -2,805.3% | +421.9% |
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