+958.5%
SLB vs TGT
+6,379.3%
-5,420.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +0.8% | +0.8% | +0.1% | +0.6% |
| 30D | +15.8% | +12.2% | +3.6% | +12.1% |
| 3M | -0.3% | +33.8% | -34.1% | -8.2% |
| 6M | +21.3% | +39.3% | -18.0% | +10.4% |
| YTD | +52.3% | +72.9% | -20.6% | +30.4% |
| 1Y | +63.6% | +84.6% | -20.9% | +37.3% |
| 3Y | +3.8% | +46.2% | -42.5% | -10.2% |
| 5Y | +128.6% | -21.3% | +150.0% | +125.7% |
| 10Y | -3.1% | +213.5% | -216.6% | -36.4% |
| All | +958.5% | +6,379.3% | -5,420.8% | +224.8% |
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