+50.8%
CDE vs TJX
-4.4%
+55.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.5% | -2.2% | +2.8% | -0.4% |
| 30D | +21.9% | -17.1% | +39.0% | +14.4% |
| 3M | +14.9% | -16.5% | +31.4% | +8.1% |
| 6M | -10.5% | -17.8% | +7.3% | -17.4% |
| YTD | +19.3% | -13.2% | +32.5% | +15.9% |
| 1Y | +50.8% | -5.2% | +56.0% | +50.4% |
| All | +50.8% | -4.4% | +55.2% | +50.4% |
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