+23,005.1%
ISRG vs CSX
+6,788.3%
+16,216.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.8% |
| 7D | +4.4% | -2.7% | +7.1% | +5.7% |
| 30D | +15.8% | +7.0% | +8.7% | +12.4% |
| 3M | +24.9% | -0.3% | +25.2% | +24.7% |
| 6M | +3.8% | +13.5% | -9.7% | -2.5% |
| YTD | -17.3% | +41.5% | -58.8% | -29.7% |
| 1Y | -14.6% | +45.8% | -60.4% | -28.4% |
| 3Y | +68.2% | +74.4% | -6.2% | +28.6% |
| 5Y | +28.4% | +53.6% | -25.2% | +3.9% |
| 10Y | +528.0% | +465.6% | +62.4% | +190.0% |
| All | +23,005.1% | +6,788.3% | +16,216.8% | +4,788.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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