+521.0%
LITE vs TJX
-4.4%
+525.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +3.9% |
| 7D | -1.5% | -2.2% | +0.7% | -3.2% |
| 30D | +6.7% | -17.1% | +23.8% | -6.6% |
| 3M | -6.8% | -16.5% | +9.7% | -15.9% |
| 6M | +29.4% | -17.8% | +47.3% | +19.0% |
| YTD | +139.1% | -13.2% | +152.3% | +123.2% |
| 1Y | +521.0% | -5.2% | +526.2% | +501.6% |
| All | +521.0% | -4.4% | +525.4% | +501.6% |
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 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