-41.6%
ORCL vs TGT
+82.0%
-123.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.3% |
| 7D | +8.0% | +2.6% | +5.3% | +8.4% |
| 30D | -4.0% | +4.7% | -8.7% | -2.9% |
| 3M | -19.5% | +4.6% | -24.0% | -18.4% |
| 6M | -33.5% | +34.9% | -68.3% | -28.1% |
| YTD | -34.8% | +70.9% | -105.7% | -24.9% |
| 1Y | -41.6% | +84.4% | -126.0% | -31.3% |
| All | -41.6% | +82.0% | -123.6% | -31.3% |
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