-5.2%
TJX vs MDLZ
+3.3%
-8.5%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -2.2% | -1.7% | -0.5% | -1.9% |
| 30D | -17.1% | -2.1% | -15.0% | -16.8% |
| 3M | -16.5% | +1.3% | -17.8% | -16.8% |
| 6M | -17.8% | +6.2% | -24.0% | -18.7% |
| YTD | -13.2% | +15.8% | -29.0% | -15.9% |
| 1Y | -5.2% | +4.1% | -9.3% | -6.7% |
| All | -5.2% | +3.3% | -8.5% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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