-20.1%
ISRG vs CIEN
+30.2%
-50.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.7% | -8.9% | +2.0% |
| 7D | +5.4% | -5.3% | +10.7% | +5.2% |
| 30D | +8.6% | -40.1% | +48.8% | +7.5% |
| 3M | +21.6% | -34.7% | +56.3% | +20.8% |
| 6M | +2.3% | -50.9% | +53.2% | +1.3% |
| YTD | -18.7% | +15.2% | -33.8% | -26.4% |
| All | -20.1% | +30.2% | -50.3% | -28.9% |
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 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