-21.3%
ISRG vs XPO
+35.1%
-56.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +2.1% | -1.5% | +3.6% | +2.1% |
| 30D | +6.2% | +2.6% | +3.6% | +5.9% |
| 3M | +14.4% | -6.1% | +20.5% | +15.0% |
| 6M | 0.0% | -8.0% | +8.0% | +0.9% |
| YTD | -20.5% | +38.5% | -59.0% | -22.4% |
| All | -21.3% | +35.1% | -56.4% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling