+19.2%
ISRG vs CAVA
+37.2%
-17.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.4% | +6.5% | +2.8% |
| 7D | -2.5% | -12.4% | +9.9% | -0.3% |
| 30D | -10.2% | -11.2% | +1.0% | -8.6% |
| 3M | -12.5% | -33.8% | +21.3% | -6.7% |
| 6M | -25.8% | -32.5% | +6.7% | -21.6% |
| YTD | -36.4% | -8.0% | -28.4% | -37.5% |
| 1Y | -19.9% | -17.1% | -2.8% | -20.1% |
| All | +19.2% | +37.2% | -17.9% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling