+15.8%
ISRG vs CPAY
+48.7%
-32.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -3.7% |
| 7D | -5.2% | +0.6% | -5.7% | -5.3% |
| 30D | -7.6% | +3.6% | -11.2% | -8.8% |
| 3M | -16.4% | +16.6% | -33.0% | -20.9% |
| 6M | -28.6% | +29.5% | -58.0% | -35.3% |
| YTD | -38.2% | +35.3% | -73.4% | -45.4% |
| 1Y | -25.5% | +30.6% | -56.1% | -33.5% |
| All | +15.8% | +48.7% | -32.8% | -2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling