+277.8%
ORCL vs TGT
+214.1%
+63.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.7% |
| 7D | +3.8% | +0.5% | +3.3% | +3.7% |
| 30D | -6.6% | +6.7% | -13.2% | -8.0% |
| 3M | -11.4% | +8.4% | -19.8% | -13.2% |
| 6M | -33.3% | +40.7% | -74.0% | -38.5% |
| YTD | -33.3% | +72.2% | -105.5% | -41.6% |
| 1Y | -44.9% | +86.2% | -131.1% | -52.8% |
| 3Y | +17.6% | +68.8% | -51.2% | -2.2% |
| 5Y | +46.1% | -25.2% | +71.3% | +49.5% |
| 10Y | +277.8% | +210.0% | +67.7% | +175.8% |
| All | +277.8% | +214.1% | +63.7% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling