+951.0%
SLB vs TJX
+45,310.1%
-44,359.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.1% |
| 7D | +0.4% | -3.3% | +3.7% | +1.3% |
| 30D | +13.6% | -19.9% | +33.4% | +20.2% |
| 3M | +1.5% | -19.0% | +20.5% | +6.9% |
| 6M | +23.0% | -18.6% | +41.6% | +29.3% |
| YTD | +51.2% | -15.3% | +66.5% | +57.1% |
| 1Y | +63.5% | -7.3% | +70.8% | +65.7% |
| 3Y | +2.5% | +46.6% | -44.1% | -8.5% |
| 5Y | +139.2% | +98.5% | +40.7% | +94.6% |
| 10Y | -4.8% | +289.1% | -293.8% | -33.1% |
| All | +951.0% | +45,310.1% | -44,359.2% | +255.6% |
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