-29.1%
ISRG vs CRCL
-8.6%
-20.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.8% | +1.2% | -4.2% |
| 7D | -5.2% | +7.5% | -12.7% | -5.5% |
| 30D | -7.6% | +44.3% | -51.8% | -9.5% |
| 3M | -16.4% | +16.5% | -32.9% | -17.8% |
| All | -29.1% | -8.6% | -20.5% | -30.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling