+827.3%
SLB vs TGT
+6,436.8%
-5,609.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | -0.3% |
| 7D | -3.7% | +4.7% | -8.4% | -4.9% |
| 30D | +2.9% | +8.0% | -5.1% | +0.6% |
| 3M | +0.2% | +11.7% | -11.5% | -3.2% |
| 6M | -4.4% | +34.7% | -39.2% | -12.7% |
| YTD | +33.4% | +74.4% | -41.0% | +13.5% |
| 1Y | +40.8% | +89.2% | -48.4% | +17.1% |
| 3Y | +3.2% | +73.4% | -70.2% | -14.9% |
| 5Y | +64.8% | -24.0% | +88.8% | +63.8% |
| 10Y | -16.6% | +225.5% | -242.1% | -45.9% |
| All | +827.3% | +6,436.8% | -5,609.5% | +182.8% |
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