+374.7%
ISRG vs CPAY
+155.3%
+219.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.5% | +1.8% |
| 7D | -2.5% | -2.7% | +0.1% | -1.3% |
| 30D | -10.2% | +0.6% | -10.7% | -10.5% |
| 3M | -12.5% | +17.0% | -29.6% | -18.7% |
| 6M | -25.8% | +24.1% | -49.9% | -33.5% |
| YTD | -36.4% | +35.7% | -72.1% | -45.9% |
| 1Y | -19.9% | +34.0% | -53.9% | -32.0% |
| 3Y | +20.9% | +50.3% | -29.4% | -5.9% |
| 5Y | +5.7% | +56.7% | -51.0% | -21.3% |
| All | +374.7% | +155.3% | +219.4% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling