-49.5%
ORCL vs TJX
+4.8%
-54.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.2% | -7.1% | +0.3% |
| 7D | -14.4% | +4.6% | -19.0% | -12.6% |
| 30D | -12.8% | +7.7% | -20.5% | -10.2% |
| 3M | -14.8% | -7.8% | -7.0% | -18.3% |
| 6M | -30.9% | -5.8% | -25.1% | -32.6% |
| YTD | -35.7% | -4.9% | -30.8% | -37.0% |
| 1Y | -49.5% | +3.2% | -52.6% | -47.0% |
| All | -49.5% | +4.8% | -54.3% | -47.0% |
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