+2,419.7%
TJX vs DAL
+365.4%
+2,054.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +1.2% |
| 7D | -1.5% | +1.4% | -2.9% | -1.9% |
| 30D | -3.6% | +9.1% | -12.6% | -5.5% |
| 3M | -10.3% | -3.5% | -6.8% | -9.8% |
| 6M | -8.6% | +23.4% | -32.0% | -13.3% |
| YTD | -10.3% | +26.0% | -36.4% | -15.9% |
| 1Y | -6.4% | +44.6% | -51.1% | -15.0% |
| 3Y | +55.0% | +162.7% | -107.7% | +18.3% |
| 5Y | +112.4% | +113.0% | -0.5% | +66.5% |
| 10Y | +314.9% | +109.8% | +205.0% | +208.9% |
| All | +2,419.7% | +365.4% | +2,054.2% | +1,240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling