+32.9%
XLV vs CTSH
-7.5%
+40.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.8% |
| 7D | +5.5% | -0.9% | +6.4% | +5.6% |
| 30D | +13.3% | +13.1% | +0.2% | +12.0% |
| 3M | +17.4% | +17.9% | -0.4% | +15.5% |
| 6M | +32.1% | +28.5% | +3.6% | +28.4% |
| YTD | +24.0% | -19.3% | +43.4% | +29.2% |
| 1Y | +32.9% | -7.6% | +40.5% | +32.8% |
| All | +32.9% | -7.5% | +40.4% | +32.8% |
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