+22,612.5%
ISRG vs CIEN
-47.8%
+22,660.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.7% | -8.9% | 0.0% |
| 7D | +5.4% | -5.3% | +10.7% | +5.8% |
| 30D | +8.6% | -40.1% | +48.8% | +16.4% |
| 3M | +21.6% | -34.7% | +56.3% | +27.1% |
| 6M | +2.3% | -50.9% | +53.2% | +10.1% |
| YTD | -18.7% | +15.2% | -33.8% | -25.6% |
| 1Y | -17.8% | +35.2% | -52.9% | -27.1% |
| 3Y | +69.1% | +522.6% | -453.5% | +12.3% |
| 5Y | +26.5% | +344.2% | -317.7% | -12.1% |
| 10Y | +536.3% | +1,188.7% | -652.4% | +266.7% |
| All | +22,612.5% | -47.8% | +22,660.4% | +11,048.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling