+3.2%
TJX vs LUV
+57.3%
-54.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.8% | -1.7% | +4.2% |
| 7D | +4.6% | +6.8% | -2.2% | +3.6% |
| 30D | +7.7% | +10.9% | -3.2% | +6.1% |
| 3M | -7.8% | -4.2% | -3.6% | -7.7% |
| 6M | -5.8% | +22.1% | -27.9% | -9.2% |
| YTD | -4.9% | +13.8% | -18.7% | -7.8% |
| 1Y | +3.2% | +59.2% | -56.1% | -7.4% |
| All | +3.2% | +57.3% | -54.2% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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