+4,779.0%
CVX vs TJX
+44,429.5%
-39,650.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +0.7% | -4.4% | +5.0% | +1.6% |
| 30D | +9.1% | -18.6% | +27.7% | +13.7% |
| 3M | +13.1% | -24.4% | +37.4% | +19.5% |
| 6M | +16.3% | -20.2% | +36.5% | +21.2% |
| YTD | +43.5% | -16.9% | +60.4% | +48.1% |
| 1Y | +40.2% | -8.5% | +48.7% | +41.7% |
| 3Y | +44.2% | +43.7% | +0.5% | +32.0% |
| 5Y | +170.6% | +97.3% | +73.3% | +129.1% |
| 10Y | +220.3% | +289.0% | -68.7% | +139.1% |
| All | +4,779.0% | +44,429.5% | -39,650.5% | +2,051.6% |
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