-21.6%
ISRG vs CPAY
+62.3%
-83.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.5% |
| 7D | -2.0% | +1.6% | -3.6% | -2.4% |
| 30D | +5.6% | +17.6% | -12.1% | +0.6% |
| 3M | +10.5% | +8.7% | +1.9% | +7.8% |
| 6M | +2.6% | +39.5% | -36.9% | -6.5% |
| YTD | -21.7% | +53.6% | -75.3% | -30.2% |
| 1Y | -21.6% | +63.3% | -84.8% | -32.2% |
| All | -21.6% | +62.3% | -83.8% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling