+40.5%
ISRG vs CRDO
+1,246.7%
-1,206.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.2% |
| 7D | +0.7% | -4.5% | +5.1% | +1.2% |
| 30D | -8.0% | -39.2% | +31.2% | -3.3% |
| 3M | -10.6% | -38.5% | +27.9% | -7.3% |
| 6M | -25.1% | +40.6% | -65.7% | -31.7% |
| YTD | -34.8% | +13.2% | -48.1% | -39.4% |
| 1Y | -19.0% | +2.3% | -21.3% | -24.8% |
| 3Y | +22.1% | +942.5% | -920.5% | -28.4% |
| All | +40.5% | +1,246.7% | -1,206.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO 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 CRDO 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