-21.4%
ISRG vs CORZ
-21.3%
-0.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.0% | -11.1% | 0.0% |
| 7D | -6.8% | +14.2% | -20.9% | -6.6% |
| 30D | +5.1% | -3.0% | +8.1% | +5.1% |
| 3M | +12.0% | -26.3% | +38.3% | +12.0% |
| 6M | +7.0% | -36.5% | +43.5% | +6.2% |
| YTD | -20.6% | +0.1% | -20.7% | -23.8% |
| 1Y | -21.4% | -15.9% | -5.6% | -24.7% |
| All | -21.4% | -21.3% | -0.1% | -24.7% |
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