-19.9%
ISRG vs OXY
+37.6%
-57.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.0% |
| 7D | -2.5% | +0.9% | -3.4% | -2.4% |
| 30D | -10.2% | +3.6% | -13.7% | -9.6% |
| 3M | -12.5% | +7.1% | -19.6% | -11.2% |
| 6M | -25.8% | +15.7% | -41.5% | -25.2% |
| YTD | -36.4% | +50.1% | -86.5% | -37.6% |
| 1Y | -19.9% | +34.1% | -54.0% | -21.8% |
| All | -19.9% | +37.6% | -57.5% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling