+97.2%
TJX vs OXY
+160.1%
-62.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -4.6% | +2.8% | -7.4% | -4.7% |
| 30D | -17.2% | +5.5% | -22.6% | -17.4% |
| 3M | -24.9% | +11.3% | -36.2% | -25.4% |
| 6M | -19.7% | +11.6% | -31.3% | -20.4% |
| YTD | -17.2% | +51.6% | -68.8% | -19.8% |
| 1Y | -9.4% | +36.2% | -45.6% | -11.7% |
| 3Y | +43.1% | +1.7% | +41.4% | +41.4% |
| All | +97.2% | +160.1% | -62.9% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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