+837.0%
SLB vs TGT
+6,284.4%
-5,447.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.2% |
| 7D | +2.6% | +2.6% | 0.0% | +1.8% |
| 30D | +4.4% | +6.6% | -2.2% | +2.3% |
| 3M | -2.7% | +5.2% | -7.9% | -4.6% |
| 6M | -7.5% | +35.3% | -42.9% | -15.5% |
| YTD | +34.8% | +70.3% | -35.5% | +15.4% |
| 1Y | +44.6% | +81.2% | -36.6% | +21.6% |
| 3Y | +3.2% | +66.9% | -63.8% | -14.0% |
| 5Y | +73.6% | -27.2% | +100.7% | +74.5% |
| 10Y | -14.3% | +206.6% | -220.9% | -43.6% |
| All | +837.0% | +6,284.4% | -5,447.4% | +187.6% |
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 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