+22,229.9%
ISRG vs CCEP
+2,282.2%
+19,947.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | +4.8% | +2.6% | +2.2% | +3.9% |
| 30D | +9.2% | +15.1% | -5.9% | +3.6% |
| 3M | +21.2% | +7.3% | +13.9% | +17.8% |
| 6M | +0.2% | +23.4% | -23.2% | -7.5% |
| YTD | -20.1% | +29.4% | -49.5% | -27.8% |
| 1Y | -17.3% | +34.2% | -51.6% | -26.4% |
| 3Y | +63.3% | +108.4% | -45.0% | +22.9% |
| 5Y | +24.1% | +147.3% | -123.2% | -13.0% |
| 10Y | +507.0% | +301.3% | +205.6% | +247.1% |
| All | +22,229.9% | +2,282.2% | +19,947.7% | +6,620.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 all: compounded portfolio wealth divided by compounded CCEP 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…
all analysis · Full analysis span regression · 6 months rolling