-2.4%
TJX vs SOXQ
+29.4%
-31.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.1% | +7.9% | -4.8% |
| 7D | -2.0% | -21.6% | +19.6% | -3.3% |
| 30D | +1.1% | -31.7% | +32.9% | -0.8% |
| 3M | -13.1% | -24.8% | +11.7% | -14.3% |
| 6M | -10.0% | -17.7% | +7.7% | -11.9% |
| YTD | -8.9% | +27.7% | -36.7% | -12.0% |
| 1Y | -2.4% | +26.0% | -28.4% | -5.5% |
| All | -2.4% | +29.4% | -31.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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