+374.7%
ISRG vs OXY
+6.5%
+368.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | -2.5% | +0.9% | -3.4% | -2.7% |
| 30D | -10.2% | +3.6% | -13.7% | -10.7% |
| 3M | -12.5% | +7.1% | -19.6% | -13.8% |
| 6M | -25.8% | +15.7% | -41.5% | -28.4% |
| YTD | -36.4% | +50.1% | -86.5% | -41.5% |
| 1Y | -19.9% | +34.1% | -54.0% | -25.0% |
| 3Y | +20.9% | -1.5% | +22.3% | +17.7% |
| 5Y | +5.7% | +162.0% | -156.3% | -15.5% |
| All | +374.7% | +6.5% | +368.2% | +312.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling