-35.4%
ISRG vs CRCL
+30.9%
-66.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.9% | +4.9% | +2.1% |
| 7D | -2.5% | -12.5% | +10.0% | -2.1% |
| 30D | -10.2% | +26.9% | -37.1% | -11.1% |
| 3M | -12.5% | +14.4% | -26.9% | -13.3% |
| 6M | -25.8% | -23.5% | -2.3% | -26.0% |
| YTD | -36.4% | +13.9% | -50.3% | -37.8% |
| 1Y | -19.9% | -20.6% | +0.7% | -21.3% |
| All | -35.4% | +30.9% | -66.3% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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