+325.3%
STX vs TJX
-9.1%
+334.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.9% |
| 7D | -2.3% | -4.6% | +2.3% | -4.8% |
| 30D | -5.5% | -17.2% | +11.7% | -15.3% |
| 3M | -4.3% | -24.9% | +20.6% | -16.2% |
| 6M | +115.6% | -19.7% | +135.3% | +92.4% |
| YTD | +202.2% | -17.2% | +219.4% | +178.9% |
| 1Y | +325.3% | -9.4% | +334.7% | +311.4% |
| All | +325.3% | -9.1% | +334.4% | +311.4% |
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 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