-19.3%
ISRG vs CORZ
+32.3%
-51.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | -1.6% | +8.4% | -9.9% | -1.4% |
| 30D | -2.3% | -17.8% | +15.6% | -2.7% |
| 3M | -12.4% | -35.9% | +23.5% | -13.4% |
| 6M | -26.8% | +12.9% | -39.8% | -27.4% |
| YTD | -35.3% | +22.9% | -58.1% | -34.7% |
| 1Y | -19.3% | +31.4% | -50.7% | -13.4% |
| All | -19.3% | +32.3% | -51.6% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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