-21.6%
ISRG vs CAVA
+18.8%
-40.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.7% |
| 7D | -2.0% | -1.6% | -0.5% | -1.9% |
| 30D | +5.6% | +12.9% | -7.3% | +4.5% |
| 3M | +10.5% | -19.3% | +29.9% | +12.6% |
| 6M | +2.6% | -19.5% | +22.1% | +3.7% |
| YTD | -21.7% | -0.8% | -20.9% | -23.4% |
| 1Y | -21.6% | +20.8% | -42.4% | -25.4% |
| All | -21.6% | +18.8% | -40.4% | -25.4% |
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