+108.3%
TJX vs OVV
+107.0%
+1.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.2% |
| 7D | -0.3% | +8.0% | -8.4% | -0.9% |
| 30D | -5.6% | -2.0% | -3.6% | -5.5% |
| 3M | -12.3% | +5.4% | -17.8% | -12.8% |
| 6M | -7.7% | +14.3% | -22.0% | -8.9% |
| YTD | -11.4% | +69.4% | -80.8% | -16.0% |
| 1Y | -7.0% | +72.4% | -79.4% | -12.0% |
| 3Y | +53.3% | +58.4% | -5.1% | +43.7% |
| All | +108.3% | +107.0% | +1.4% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 5y: compounded portfolio wealth divided by compounded OVV 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…
5y analysis · Full analysis span regression · 6 months rolling