+370.1%
ISRG vs XPO
+1,410.5%
-1,040.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +3.9% | +1.7% |
| 7D | -5.0% | -0.9% | -4.1% | -4.8% |
| 30D | -10.2% | -8.1% | -2.1% | -8.3% |
| 3M | -17.2% | -19.0% | +1.8% | -12.9% |
| 6M | -28.4% | -5.2% | -23.2% | -28.2% |
| YTD | -37.6% | +35.6% | -73.2% | -43.6% |
| 1Y | -24.4% | +41.1% | -65.5% | -33.1% |
| 3Y | +18.4% | +157.9% | -139.5% | -15.5% |
| 5Y | -1.0% | +265.6% | -266.6% | -39.5% |
| 10Y | +370.1% | +1,516.8% | -1,146.7% | +110.5% |
| All | +370.1% | +1,410.5% | -1,040.3% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded XPO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling