+43,607.4%
TJX vs HSY
+4,377.7%
+39,229.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.0% |
| 7D | -4.0% | -3.0% | -1.0% | -3.0% |
| 30D | -20.3% | -5.0% | -15.3% | -19.0% |
| 3M | -23.3% | -1.3% | -22.0% | -23.1% |
| 6M | -19.7% | -21.5% | +1.8% | -13.4% |
| YTD | -17.1% | -3.3% | -13.9% | -17.0% |
| 1Y | -8.8% | -5.5% | -3.3% | -8.3% |
| 3Y | +43.4% | -9.9% | +53.3% | +43.2% |
| 5Y | +95.2% | +11.3% | +83.9% | +77.7% |
| 10Y | +288.1% | +128.1% | +160.0% | +169.2% |
| All | +43,607.4% | +4,377.7% | +39,229.7% | +8,569.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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