-19.9%
ISRG vs CORZ
+13.8%
-33.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.0% | +6.0% | +2.0% |
| 7D | -2.5% | -3.0% | +0.4% | -2.6% |
| 30D | -10.2% | -12.1% | +1.9% | -10.3% |
| 3M | -12.5% | -32.4% | +19.9% | -13.1% |
| 6M | -25.8% | +12.4% | -38.2% | -26.9% |
| YTD | -36.4% | +19.3% | -55.7% | -36.5% |
| 1Y | -19.9% | +8.6% | -28.5% | -21.9% |
| All | -19.9% | +13.8% | -33.6% | -21.9% |
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