+356.0%
ISRG vs CLS
+2,932.8%
-2,576.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.6% | -10.2% | -5.6% |
| 7D | -5.2% | +12.8% | -17.9% | -7.6% |
| 30D | -7.6% | +3.8% | -11.4% | -8.8% |
| 3M | -16.4% | -14.6% | -1.7% | -15.4% |
| 6M | -28.6% | +32.2% | -60.8% | -36.2% |
| YTD | -38.2% | +11.6% | -49.8% | -43.2% |
| 1Y | -25.5% | +35.1% | -60.5% | -36.2% |
| 3Y | +17.4% | +1,312.5% | -1,295.1% | -51.6% |
| 5Y | -3.0% | +3,542.1% | -3,545.0% | -70.4% |
| 10Y | +356.0% | +2,944.0% | -2,588.0% | +24.3% |
| All | +356.0% | +2,932.8% | -2,576.8% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CLS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling