-49.5%
ORCL vs TGT
+86.7%
-136.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.6% | -7.6% | -0.8% |
| 7D | -14.4% | +9.5% | -23.9% | -12.8% |
| 30D | -12.8% | +6.6% | -19.4% | -11.5% |
| 3M | -14.8% | +11.0% | -25.8% | -12.7% |
| 6M | -30.9% | +29.9% | -60.7% | -25.9% |
| YTD | -35.7% | +71.4% | -107.1% | -27.6% |
| 1Y | -49.5% | +88.6% | -138.1% | -43.0% |
| All | -49.5% | +86.7% | -136.2% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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