+8,487.5%
JNJ vs ROST
+69,900.9%
-61,413.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +4.3% | -10.0% | +14.3% | +5.5% |
| 3M | +16.5% | +1.2% | +15.3% | +16.2% |
| 6M | +13.1% | +8.9% | +4.2% | +11.8% |
| YTD | +32.1% | +28.1% | +4.1% | +28.2% |
| 1Y | +54.5% | +53.0% | +1.5% | +46.8% |
| 3Y | +82.5% | +97.9% | -15.3% | +67.6% |
| 5Y | +80.0% | +112.0% | -32.0% | +61.7% |
| 10Y | +195.7% | +303.0% | -107.3% | +142.2% |
| All | +8,487.5% | +69,900.9% | -61,413.4% | +3,932.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ROST 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling