-19.0%
ISRG vs CNQ
+66.7%
-85.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.3% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -8.0% | +6.2% | -14.2% | -6.8% |
| 3M | -10.6% | +12.4% | -23.0% | -8.2% |
| 6M | -25.1% | +9.0% | -34.1% | -23.1% |
| YTD | -34.8% | +52.2% | -87.0% | -32.2% |
| 1Y | -19.0% | +65.0% | -84.1% | -17.9% |
| All | -19.0% | +66.7% | -85.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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