+33.3%
ISRG vs CRDO
+1,286.4%
-1,253.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.9% | -4.3% |
| 7D | -5.2% | -18.8% | +13.6% | -3.2% |
| 30D | -7.6% | -32.9% | +25.3% | -3.9% |
| 3M | -16.4% | -24.5% | +8.2% | -15.6% |
| 6M | -28.6% | +52.7% | -81.3% | -35.6% |
| YTD | -38.2% | +16.6% | -54.8% | -42.7% |
| 1Y | -25.5% | +13.7% | -39.2% | -31.9% |
| 3Y | +17.4% | +959.0% | -941.6% | -31.2% |
| All | +33.3% | +1,286.4% | -1,253.1% | -37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling