+63.3%
ISRG vs CIEN
+454.9%
-391.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.5% | -8.8% | -3.8% |
| 7D | +4.8% | -24.1% | +28.9% | +7.0% |
| 30D | +9.2% | -45.5% | +54.7% | +14.7% |
| 3M | +21.2% | -39.7% | +60.9% | +25.3% |
| 6M | +0.2% | -57.8% | +58.0% | +7.2% |
| YTD | -20.1% | +4.1% | -24.1% | -29.6% |
| 1Y | -17.3% | +20.8% | -38.2% | -30.1% |
| 3Y | +63.3% | +463.1% | -399.8% | -10.4% |
| All | +63.3% | +454.9% | -391.6% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling