+32.1%
ORCL vs TJX
+42.8%
-10.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.3% |
| 7D | +10.9% | -4.0% | +14.8% | +11.5% |
| 30D | +7.0% | -20.3% | +27.3% | +10.4% |
| 3M | -21.2% | -23.3% | +2.1% | -18.2% |
| 6M | +7.4% | -19.7% | +27.1% | +10.1% |
| YTD | -16.3% | -17.1% | +0.9% | -15.3% |
| 1Y | -32.3% | -8.8% | -23.5% | -34.7% |
| All | +32.1% | +42.8% | -10.7% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling