-5.2%
TJX vs LUV
+24.6%
-29.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.4% |
| 7D | -2.2% | +0.4% | -2.7% | -2.3% |
| 30D | -17.1% | -18.4% | +1.3% | -15.1% |
| 3M | -16.5% | -3.2% | -13.3% | -16.6% |
| 6M | -17.8% | -14.8% | -3.0% | -17.4% |
| YTD | -13.2% | -2.9% | -10.4% | -13.8% |
| 1Y | -5.2% | +29.6% | -34.8% | -9.8% |
| All | -5.2% | +24.6% | -29.8% | -9.8% |
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