+47.0%
CVX vs ISRG
-11.6%
+58.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.4% | -13.1% | -2.2% |
| 7D | -5.3% | +8.5% | -13.9% | -3.9% |
| 30D | +5.1% | +18.6% | -13.5% | +8.0% |
| 3M | +14.9% | +30.9% | -16.0% | +20.1% |
| 6M | +14.9% | +6.6% | +8.3% | +16.1% |
| YTD | +46.3% | -14.9% | +61.2% | +40.4% |
| 1Y | +47.0% | -10.5% | +57.5% | +42.0% |
| All | +47.0% | -11.6% | +58.6% | +42.0% |
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