+87.8%
AAPL vs TJX
+42.7%
+45.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.9% |
| 7D | +3.8% | -4.6% | +8.4% | +5.8% |
| 30D | +9.9% | -17.2% | +27.1% | +18.4% |
| 3M | +12.5% | -24.9% | +37.4% | +26.1% |
| 6M | +27.6% | -19.7% | +47.3% | +39.1% |
| YTD | +22.6% | -17.2% | +39.8% | +31.5% |
| 1Y | +45.0% | -9.4% | +54.4% | +48.3% |
| 3Y | +87.8% | +43.1% | +44.7% | +61.1% |
| All | +87.8% | +42.7% | +45.1% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling