-7.0%
TJX vs JD
-8.1%
+1.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.2% |
| 7D | -0.3% | -4.1% | +3.8% | -0.3% |
| 30D | -5.6% | +4.6% | -10.2% | -5.8% |
| 3M | -12.3% | -4.7% | -7.6% | -12.4% |
| 6M | -7.7% | -17.4% | +9.7% | -8.1% |
| YTD | -11.4% | +0.7% | -12.1% | -11.6% |
| 1Y | -7.0% | -5.9% | -1.2% | -6.8% |
| All | -7.0% | -8.1% | +1.0% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling