+43,711.4%
TJX vs LMT
+11,819.4%
+31,892.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | -0.1% |
| 7D | -4.4% | -0.5% | -3.8% | -4.2% |
| 30D | -18.6% | -10.8% | -7.8% | -15.8% |
| 3M | -24.4% | +1.6% | -26.0% | -25.2% |
| 6M | -20.2% | -17.6% | -2.7% | -16.2% |
| YTD | -16.9% | +11.6% | -28.5% | -20.6% |
| 1Y | -8.5% | +17.2% | -25.7% | -14.1% |
| 3Y | +43.7% | +35.7% | +8.0% | +26.9% |
| 5Y | +97.3% | +75.2% | +22.1% | +57.5% |
| 10Y | +289.0% | +190.1% | +98.9% | +168.2% |
| All | +43,711.4% | +11,819.4% | +31,892.0% | +12,558.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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