+33.9%
AAPL vs TJX
-4.4%
+38.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | -2.2% | +2.3% | +0.5% |
| 30D | +3.0% | -17.1% | +20.1% | +6.8% |
| 3M | +2.9% | -16.5% | +19.4% | +6.9% |
| 6M | +22.1% | -17.8% | +39.9% | +26.4% |
| YTD | +18.0% | -13.2% | +31.2% | +23.6% |
| 1Y | +33.9% | -5.2% | +39.1% | +41.4% |
| All | +33.9% | -4.4% | +38.4% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 1y: compounded portfolio wealth divided by compounded TJX 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…
1y analysis · Full analysis span regression · 6 months rolling