+16,706.2%
STX vs TJX
+3,416.5%
+13,289.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.0% |
| 7D | +9.6% | -4.0% | +13.5% | +11.6% |
| 30D | +10.6% | -20.3% | +30.9% | +22.9% |
| 3M | +4.8% | -23.3% | +28.1% | +17.2% |
| 6M | +137.3% | -19.7% | +157.0% | +158.2% |
| YTD | +222.5% | -17.1% | +239.6% | +244.2% |
| 1Y | +366.2% | -8.8% | +375.0% | +372.6% |
| 3Y | +1,352.9% | +43.4% | +1,309.5% | +1,067.5% |
| 5Y | +1,077.4% | +95.2% | +982.2% | +694.3% |
| 10Y | +3,621.5% | +288.1% | +3,333.4% | +1,549.0% |
| All | +16,706.2% | +3,416.5% | +13,289.6% | +2,133.4% |
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 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