+55.0%
XOP vs INFY
+80.1%
-25.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.4% |
| 7D | +2.6% | -5.4% | +8.0% | +4.5% |
| 30D | +9.6% | -9.9% | +19.5% | +13.4% |
| 3M | +20.4% | -4.6% | +24.9% | +20.8% |
| 6M | +19.9% | -18.5% | +38.4% | +26.6% |
| YTD | +56.4% | -36.5% | +92.9% | +80.2% |
| 1Y | +52.4% | -32.8% | +85.2% | +70.1% |
| 3Y | +39.9% | -32.2% | +72.1% | +51.7% |
| 5Y | +163.7% | -44.7% | +208.4% | +203.9% |
| All | +55.0% | +80.1% | -25.1% | +7.8% |
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