+467.5%
LITE vs TJX
-8.3%
+475.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.2% |
| 7D | +10.4% | -4.4% | +14.8% | +6.9% |
| 30D | +14.0% | -18.6% | +32.6% | -1.2% |
| 3M | +9.7% | -24.4% | +34.0% | -6.7% |
| 6M | +39.2% | -20.2% | +59.5% | +24.4% |
| YTD | +153.9% | -16.9% | +170.8% | +129.5% |
| 1Y | +467.5% | -8.5% | +476.0% | +420.7% |
| All | +467.5% | -8.3% | +475.8% | +420.7% |
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