+45.3%
XOP vs INFY
-23.6%
+68.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -9.0% | -6.4% |
| 7D | -10.5% | +1.2% | -11.8% | -10.5% |
| 30D | -4.3% | +13.8% | -18.1% | -4.4% |
| 3M | +4.7% | -2.9% | +7.5% | +4.5% |
| 6M | -0.1% | +2.2% | -2.2% | -0.3% |
| YTD | +43.8% | -29.8% | +73.7% | +41.9% |
| 1Y | +45.3% | -23.3% | +68.6% | +39.5% |
| All | +45.3% | -23.6% | +68.8% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling