+51,180.2%
TJX vs RIO
+6,036.1%
+45,144.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -4.0% | +1.0% | -4.9% | -4.1% |
| 30D | -20.3% | +4.0% | -24.4% | -21.1% |
| 3M | -23.3% | +4.5% | -27.8% | -24.2% |
| 6M | -19.7% | +17.3% | -37.1% | -22.9% |
| YTD | -17.1% | +36.2% | -53.3% | -23.1% |
| 1Y | -8.8% | +76.1% | -84.9% | -20.0% |
| 3Y | +43.4% | +102.5% | -59.1% | +20.8% |
| 5Y | +95.2% | +103.5% | -8.3% | +61.1% |
| 10Y | +288.1% | +619.2% | -331.1% | +142.1% |
| All | +51,180.2% | +6,036.1% | +45,144.1% | +14,631.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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