+192.9%
XOM vs INFY
+80.1%
+112.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.1% |
| 7D | +4.1% | -5.4% | +9.5% | +5.4% |
| 30D | +4.6% | -9.9% | +14.4% | +7.0% |
| 3M | +14.0% | -4.6% | +18.5% | +14.4% |
| 6M | +11.0% | -18.5% | +29.4% | +15.3% |
| YTD | +40.7% | -36.5% | +77.2% | +55.0% |
| 1Y | +52.3% | -32.8% | +85.1% | +64.2% |
| 3Y | +60.5% | -32.2% | +92.7% | +68.8% |
| 5Y | +266.4% | -44.7% | +311.1% | +300.4% |
| All | +192.9% | +80.1% | +112.8% | +106.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling