+64.8%
SLB vs TGT
-23.3%
+88.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | 0.0% |
| 7D | -3.7% | +4.7% | -8.4% | -4.6% |
| 30D | +2.9% | +8.0% | -5.1% | +1.2% |
| 3M | +0.2% | +11.7% | -11.5% | -2.4% |
| 6M | -4.4% | +34.7% | -39.2% | -10.9% |
| YTD | +33.4% | +74.4% | -41.0% | +17.4% |
| 1Y | +40.8% | +89.2% | -48.4% | +21.6% |
| 3Y | +3.2% | +73.4% | -70.2% | -11.2% |
| 5Y | +64.8% | -24.0% | +88.8% | +66.1% |
| All | +64.8% | -23.3% | +88.1% | +66.1% |
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