+37.5%
CVX vs ISRG
-16.8%
+54.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -1.4% |
| 7D | +3.3% | -1.6% | +4.9% | +3.2% |
| 30D | +12.9% | -2.3% | +15.1% | +12.7% |
| 3M | +11.7% | -12.4% | +24.2% | +10.8% |
| 6M | +14.1% | -26.8% | +41.0% | +11.6% |
| YTD | +40.7% | -35.3% | +75.9% | +36.7% |
| 1Y | +37.5% | -19.3% | +56.8% | +31.3% |
| All | +37.5% | -16.8% | +54.3% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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