-14.2%
SLB vs TGT
+214.1%
-228.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.6% | +2.0% |
| 7D | -1.2% | +0.5% | -1.6% | -1.3% |
| 30D | +4.5% | +6.7% | -2.2% | +2.5% |
| 3M | -4.6% | +8.4% | -13.0% | -7.1% |
| 6M | -6.3% | +40.7% | -47.0% | -15.2% |
| YTD | +35.0% | +72.2% | -37.3% | +15.2% |
| 1Y | +38.8% | +86.2% | -47.3% | +15.8% |
| 3Y | +3.3% | +68.8% | -65.5% | -14.8% |
| 5Y | +73.6% | -25.2% | +98.8% | +74.6% |
| 10Y | -14.2% | +210.0% | -224.3% | -43.4% |
| All | -14.2% | +214.1% | -228.3% | -43.4% |
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