+4,391.7%
XOM vs TGT
+6,106.6%
-1,714.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +2.9% |
| 7D | 0.0% | -3.6% | +3.6% | +0.7% |
| 30D | +3.4% | +4.4% | -1.0% | +2.4% |
| 3M | +11.0% | +25.4% | -14.4% | +5.7% |
| 6M | +10.6% | +33.4% | -22.7% | +3.7% |
| YTD | +39.2% | +65.6% | -26.4% | +24.6% |
| 1Y | +52.7% | +80.3% | -27.6% | +34.1% |
| 3Y | +56.8% | +42.1% | +14.6% | +40.2% |
| 5Y | +261.8% | -25.0% | +286.8% | +260.3% |
| 10Y | +191.3% | +208.2% | -16.9% | +108.9% |
| All | +4,391.7% | +6,106.6% | -1,714.9% | +1,805.1% |
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 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