+87.1%
XOP vs INFY
+276.9%
-189.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +1.6% | -9.8% | +11.4% | +6.4% |
| 30D | +9.6% | -13.4% | +23.0% | +16.7% |
| 3M | +16.9% | -7.2% | +24.2% | +19.0% |
| 6M | +24.0% | -20.6% | +44.6% | +34.2% |
| YTD | +56.2% | -37.5% | +93.7% | +86.8% |
| 1Y | +51.8% | -33.4% | +85.2% | +74.4% |
| 3Y | +37.0% | -32.4% | +69.4% | +52.1% |
| 5Y | +163.4% | -45.5% | +208.9% | +215.0% |
| 10Y | +56.6% | +79.7% | -23.1% | -4.9% |
| All | +87.1% | +276.9% | -189.8% | -43.6% |
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