-19.0%
ISRG vs QXO
-42.3%
+23.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +0.7% | -7.8% | +8.5% | +1.6% |
| 30D | -8.0% | -18.1% | +10.1% | -6.0% |
| 3M | -10.6% | -25.8% | +15.2% | -8.1% |
| 6M | -25.1% | -41.7% | +16.6% | -22.2% |
| YTD | -34.8% | -36.2% | +1.4% | -32.3% |
| 1Y | -19.0% | -42.1% | +23.1% | -16.2% |
| All | -19.0% | -42.3% | +23.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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