+20.0%
GE vs TJX
-4.4%
+24.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.6% | -2.2% | +0.7% | -0.9% |
| 30D | -11.6% | -17.1% | +5.6% | -6.4% |
| 3M | +3.0% | -16.5% | +19.5% | +8.2% |
| 6M | -0.5% | -17.8% | +17.3% | +4.7% |
| YTD | +9.7% | -13.2% | +23.0% | +15.2% |
| 1Y | +20.0% | -5.2% | +25.2% | +27.4% |
| All | +20.0% | -4.4% | +24.5% | +27.4% |
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