+31,987.2%
AVGO vs TJX
+1,644.9%
+30,342.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.1% |
| 7D | -0.8% | -4.0% | +3.2% | +1.1% |
| 30D | -13.7% | -20.3% | +6.6% | -4.0% |
| 3M | -6.9% | -23.3% | +16.3% | +4.8% |
| 6M | +5.8% | -19.7% | +25.5% | +16.0% |
| YTD | +5.7% | -17.1% | +22.8% | +13.7% |
| 1Y | +9.0% | -8.8% | +17.8% | +11.4% |
| 3Y | +340.5% | +43.4% | +297.1% | +257.2% |
| 5Y | +711.1% | +95.2% | +615.8% | +456.4% |
| 10Y | +2,856.4% | +288.1% | +2,568.4% | +1,278.8% |
| All | +31,987.2% | +1,644.9% | +30,342.4% | +6,675.5% |
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