-6.7%
SBUX vs TJX
+95.5%
-102.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -5.5% | -4.6% | -0.9% | -3.2% |
| 30D | -8.5% | -17.2% | +8.7% | +0.5% |
| 3M | -2.9% | -24.9% | +22.0% | +11.7% |
| 6M | -1.5% | -19.7% | +18.1% | +9.1% |
| YTD | +19.4% | -17.2% | +36.6% | +30.0% |
| 1Y | +22.9% | -9.4% | +32.4% | +27.3% |
| 3Y | +11.3% | +43.1% | -31.8% | -11.0% |
| All | -6.7% | +95.5% | -102.2% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling