-10.5%
ISRG vs CIEN
+49.1%
-59.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -9.3% | +18.7% | +9.1% |
| 7D | +8.5% | -25.0% | +33.6% | +7.8% |
| 30D | +18.6% | -30.1% | +48.7% | +17.8% |
| 3M | +30.9% | -33.8% | +64.7% | +30.2% |
| 6M | +6.6% | -49.4% | +56.0% | +5.6% |
| YTD | -14.9% | +16.4% | -31.3% | -23.4% |
| 1Y | -10.5% | +48.9% | -59.4% | -23.3% |
| All | -10.5% | +49.1% | -59.7% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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