+24,937.0%
ORCL vs TGT
+6,319.4%
+18,617.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.9% |
| 7D | -6.5% | +5.5% | -12.0% | -8.3% |
| 30D | -16.6% | +6.0% | -22.6% | -18.7% |
| 3M | -21.6% | +8.0% | -29.6% | -24.3% |
| 6M | -39.4% | +32.3% | -71.7% | -46.1% |
| YTD | -38.7% | +71.3% | -109.9% | -50.8% |
| 1Y | -50.4% | +86.8% | -137.2% | -61.6% |
| 3Y | +8.1% | +67.9% | -59.8% | -18.7% |
| 5Y | +34.5% | -25.1% | +59.6% | +32.1% |
| 10Y | +246.0% | +211.8% | +34.2% | +78.4% |
| All | +24,937.0% | +6,319.4% | +18,617.6% | +2,036.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling