-10.5%
ISRG vs CAVA
+19.2%
-29.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +9.1% |
| 7D | +8.5% | +14.2% | -5.7% | +7.3% |
| 30D | +18.6% | +14.6% | +4.0% | +17.1% |
| 3M | +30.9% | -2.3% | +33.2% | +30.9% |
| 6M | +6.6% | -30.5% | +37.1% | +10.3% |
| YTD | -14.9% | +5.6% | -20.5% | -17.1% |
| 1Y | -10.5% | +19.9% | -30.4% | -14.5% |
| All | -10.5% | +19.2% | -29.7% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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