+40,166.6%
SBUX vs TJX
+35,503.6%
+4,663.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | -6.2% | -4.4% | -1.9% | -4.7% |
| 30D | -6.4% | -18.6% | +12.1% | +0.9% |
| 3M | +1.0% | -24.4% | +25.4% | +11.8% |
| 6M | -0.4% | -20.2% | +19.9% | +7.9% |
| YTD | +20.0% | -16.9% | +36.9% | +27.9% |
| 1Y | +22.8% | -8.5% | +31.3% | +26.1% |
| 3Y | +12.3% | +43.7% | -31.4% | -2.9% |
| 5Y | -6.4% | +97.3% | -103.7% | -28.6% |
| 10Y | +126.5% | +289.0% | -162.5% | +32.2% |
| All | +40,166.6% | +35,503.6% | +4,663.0% | +6,522.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling