-25.5%
ISRG vs CIEN
+188.1%
-213.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.3% | -10.8% | -4.4% |
| 7D | -5.2% | -5.3% | +0.1% | -5.2% |
| 30D | -7.6% | -17.2% | +9.7% | -7.7% |
| 3M | -16.4% | -26.9% | +10.5% | -16.7% |
| 6M | -28.6% | +16.0% | -44.6% | -32.0% |
| YTD | -38.2% | +45.9% | -84.1% | -42.2% |
| 1Y | -25.5% | +186.8% | -212.3% | -19.8% |
| All | -25.5% | +188.1% | -213.6% | -19.8% |
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