-2.6%
SLB vs TGT
+208.0%
-210.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.7% |
| 7D | -1.9% | -3.6% | +1.7% | -0.9% |
| 30D | +7.8% | +4.4% | +3.4% | +6.4% |
| 3M | +2.7% | +25.4% | -22.7% | -3.7% |
| 6M | +22.2% | +33.4% | -11.2% | +12.4% |
| YTD | +51.1% | +65.6% | -14.5% | +30.8% |
| 1Y | +63.3% | +80.3% | -16.9% | +37.9% |
| 3Y | +2.4% | +42.1% | -39.7% | -11.2% |
| 5Y | +139.3% | -25.0% | +164.3% | +140.1% |
| 10Y | -2.6% | +208.2% | -210.8% | -35.6% |
| All | -2.6% | +208.0% | -210.6% | -35.6% |
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