+283.6%
TJX vs AEE
+191.1%
+92.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -0.8% | -3.8% | -4.3% |
| 30D | -17.2% | -2.9% | -14.2% | -16.2% |
| 3M | -24.9% | -2.4% | -22.5% | -24.3% |
| 6M | -19.7% | -2.7% | -17.0% | -19.0% |
| YTD | -17.2% | +7.3% | -24.5% | -20.0% |
| 1Y | -9.4% | +7.5% | -17.0% | -12.7% |
| 3Y | +43.1% | +46.2% | -3.1% | +19.2% |
| 5Y | +96.7% | +39.7% | +57.0% | +64.7% |
| All | +283.6% | +191.1% | +92.5% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling