+11,546.4%
LIN vs TJX
+37,271.0%
-25,724.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.2% | -1.5% | +1.8% | +0.7% |
| 30D | +6.2% | -3.6% | +9.7% | +7.2% |
| 3M | +9.3% | -10.3% | +19.6% | +12.6% |
| 6M | +4.4% | -8.6% | +13.0% | +6.7% |
| YTD | +23.7% | -10.3% | +34.1% | +26.9% |
| 1Y | +23.5% | -6.4% | +29.9% | +24.9% |
| 3Y | +35.8% | +55.0% | -19.2% | +17.7% |
| 5Y | +65.9% | +112.4% | -46.5% | +29.7% |
| 10Y | +423.1% | +314.9% | +108.2% | +230.4% |
| All | +11,546.4% | +37,271.0% | -25,724.5% | +2,419.1% |
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