+147.9%
OXY vs TGT
-25.8%
+173.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | -5.2% | +8.1% | +4.1% |
| 30D | +5.5% | +1.2% | +4.3% | +5.0% |
| 3M | +11.3% | +18.4% | -7.1% | +6.5% |
| 6M | +11.6% | +33.4% | -21.8% | +3.2% |
| YTD | +51.6% | +63.8% | -12.2% | +32.4% |
| 1Y | +36.2% | +77.2% | -41.0% | +16.2% |
| 3Y | +1.7% | +41.8% | -40.1% | -12.4% |
| All | +147.9% | -25.8% | +173.7% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling