+98.5%
TJX vs DAL
+102.5%
-4.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -3.3% | +3.4% | -6.6% | -4.0% |
| 30D | -19.9% | -13.6% | -6.3% | -17.4% |
| 3M | -19.0% | +1.2% | -20.3% | -19.5% |
| 6M | -18.6% | +34.5% | -53.1% | -24.1% |
| YTD | -15.3% | +14.7% | -30.0% | -18.7% |
| 1Y | -7.3% | +29.2% | -36.6% | -13.8% |
| 3Y | +46.6% | +100.0% | -53.4% | +15.8% |
| 5Y | +98.5% | +106.3% | -7.8% | +46.7% |
| All | +98.5% | +102.5% | -4.0% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 5y: compounded portfolio wealth divided by compounded DAL 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…
5y analysis · Full analysis span regression · 6 months rolling