+939.8%
XOM vs INFY
+2,969.1%
-2,029.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +1.9% | -9.8% | +11.6% | +3.3% |
| 30D | +4.1% | -13.4% | +17.5% | +6.0% |
| 3M | +10.4% | -7.2% | +17.6% | +11.2% |
| 6M | +13.0% | -20.6% | +33.6% | +15.9% |
| YTD | +40.1% | -37.5% | +77.5% | +47.9% |
| 1Y | +51.1% | -33.4% | +84.5% | +57.9% |
| 3Y | +57.7% | -32.4% | +90.1% | +63.3% |
| 5Y | +264.7% | -45.5% | +310.2% | +285.3% |
| 10Y | +193.1% | +79.7% | +113.4% | +161.1% |
| All | +939.8% | +2,969.1% | -2,029.3% | +626.7% |
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