+17,983.8%
ISRG vs OXY
+1,010.5%
+16,973.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -1.6% | +1.6% | -3.2% | -2.0% |
| 30D | -2.3% | +11.6% | -13.8% | -5.2% |
| 3M | -12.4% | +2.8% | -15.3% | -13.8% |
| 6M | -26.8% | +13.0% | -39.9% | -30.6% |
| YTD | -35.3% | +47.4% | -82.6% | -43.3% |
| 1Y | -19.3% | +31.5% | -50.8% | -27.4% |
| 3Y | +18.1% | -1.9% | +20.1% | +13.1% |
| 5Y | +2.6% | +148.0% | -145.3% | -29.6% |
| 10Y | +379.4% | +2.3% | +377.2% | +251.1% |
| All | +17,983.8% | +1,010.5% | +16,973.4% | +4,831.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling