+5,982.8%
MCD vs TJX
+45,310.1%
-39,327.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.6% |
| 7D | -2.0% | -3.3% | +1.2% | -1.3% |
| 30D | -6.1% | -19.9% | +13.7% | -1.6% |
| 3M | -7.3% | -19.0% | +11.8% | -3.0% |
| 6M | -20.9% | -18.6% | -2.4% | -17.5% |
| YTD | -14.7% | -15.3% | +0.6% | -11.7% |
| 1Y | -16.1% | -7.3% | -8.8% | -14.9% |
| 3Y | -1.5% | +46.6% | -48.1% | -9.6% |
| 5Y | +20.4% | +98.5% | -78.0% | +2.6% |
| 10Y | +180.0% | +289.1% | -109.1% | +104.7% |
| All | +5,982.8% | +45,310.1% | -39,327.4% | +1,735.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling