+43.2%
KO vs TJX
+4.8%
+38.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.1% | -0.5% |
| 7D | +4.4% | +4.6% | -0.2% | +3.0% |
| 30D | +10.7% | +7.7% | +3.0% | +8.5% |
| 3M | +11.3% | -7.8% | +19.2% | +14.5% |
| 6M | +24.0% | -5.8% | +29.8% | +26.7% |
| YTD | +39.7% | -4.9% | +44.6% | +42.0% |
| 1Y | +43.2% | +3.2% | +40.1% | +41.4% |
| All | +43.2% | +4.8% | +38.4% | +41.4% |
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