+125,387.6%
AAPL vs TJX
+44,429.5%
+80,958.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.5% |
| 7D | -0.5% | -4.4% | +3.9% | +0.7% |
| 30D | +7.1% | -18.6% | +25.7% | +13.3% |
| 3M | +12.1% | -24.4% | +36.5% | +21.0% |
| 6M | +25.4% | -20.2% | +45.7% | +33.2% |
| YTD | +20.5% | -16.9% | +37.4% | +26.3% |
| 1Y | +44.5% | -8.5% | +53.0% | +47.4% |
| 3Y | +85.8% | +43.7% | +42.0% | +67.0% |
| 5Y | +124.8% | +97.3% | +27.4% | +84.1% |
| 10Y | +1,284.7% | +289.0% | +995.7% | +831.4% |
| All | +125,387.6% | +44,429.5% | +80,958.1% | +27,884.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling