+13.2%
XLE vs TGT
+36.2%
-23.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.4% |
| 7D | +4.4% | +2.6% | +1.8% | +4.6% |
| 30D | -4.3% | +6.6% | -10.9% | -3.8% |
| 3M | +6.0% | +5.2% | +0.8% | +6.5% |
| 6M | +13.2% | +35.3% | -22.1% | +12.7% |
| All | +13.2% | +36.2% | -23.0% | +12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling