+356.0%
ISRG vs CIEN
+1,400.2%
-1,044.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.3% | -10.8% | -5.9% |
| 7D | -5.2% | -5.3% | +0.1% | -4.3% |
| 30D | -7.6% | -17.2% | +9.7% | -4.3% |
| 3M | -16.4% | -26.9% | +10.5% | -12.1% |
| 6M | -28.6% | +16.0% | -44.6% | -36.2% |
| YTD | -38.2% | +45.9% | -84.1% | -49.1% |
| 1Y | -25.5% | +186.8% | -212.3% | -50.7% |
| 3Y | +17.4% | +607.8% | -590.4% | -45.2% |
| 5Y | -3.0% | +506.7% | -509.7% | -53.6% |
| 10Y | +356.0% | +1,438.7% | -1,082.8% | +77.9% |
| All | +356.0% | +1,400.2% | -1,044.2% | +77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling