+25.5%
ISRG vs CPAY
+89.5%
-64.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.2% |
| 7D | -2.0% | +1.6% | -3.6% | -2.7% |
| 30D | +5.6% | +17.6% | -12.1% | -2.1% |
| 3M | +10.5% | +8.7% | +1.9% | +6.1% |
| 6M | +2.6% | +39.5% | -36.9% | -12.1% |
| YTD | -21.7% | +53.6% | -75.3% | -37.1% |
| 1Y | -21.6% | +63.3% | -84.8% | -39.0% |
| 3Y | +57.0% | +101.7% | -44.7% | +2.6% |
| All | +25.5% | +89.5% | -64.0% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling