+162.2%
TJX vs OPEN
-71.4%
+233.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -2.3% |
| 7D | -3.3% | +1.0% | -4.3% | -3.3% |
| 30D | -19.9% | -11.9% | -7.9% | -19.5% |
| 3M | -19.0% | -28.8% | +9.7% | -18.2% |
| 6M | -18.6% | -38.6% | +20.0% | -17.4% |
| YTD | -15.3% | -47.3% | +32.0% | -13.8% |
| 1Y | -7.3% | -49.2% | +41.8% | -7.2% |
| 3Y | +46.6% | -18.8% | +65.4% | +35.4% |
| 5Y | +98.5% | -83.6% | +182.1% | +86.6% |
| All | +162.2% | -71.4% | +233.6% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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