+123.8%
STX vs TJX
+4.8%
+119.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.2% | -13.3% | -5.0% |
| 7D | -20.2% | +4.6% | -24.8% | -17.6% |
| 30D | -37.2% | +7.7% | -44.9% | -34.2% |
| 3M | -34.1% | -7.8% | -26.2% | -37.0% |
| 6M | -24.5% | -5.8% | -18.7% | -26.7% |
| YTD | +102.9% | -4.9% | +107.8% | +103.0% |
| 1Y | +123.8% | +3.2% | +120.6% | +117.3% |
| All | +123.8% | +4.8% | +119.0% | +117.3% |
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