-10.5%
ISRG vs CDNS
-0.2%
-10.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.8% | +7.6% | +9.0% |
| 7D | +8.5% | -3.8% | +12.3% | +9.4% |
| 30D | +18.6% | -6.8% | +25.4% | +20.4% |
| 3M | +30.9% | -3.3% | +34.2% | +31.3% |
| 6M | +6.6% | -5.7% | +12.3% | +6.5% |
| YTD | -14.9% | +5.4% | -20.3% | -18.8% |
| 1Y | -10.5% | -1.1% | -9.4% | -13.7% |
| All | -10.5% | -0.2% | -10.4% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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