+1,890.1%
TJX vs SPXU
-100.0%
+1,990.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -1.8% |
| 7D | -4.0% | +1.3% | -5.2% | -3.6% |
| 30D | -20.3% | +5.1% | -25.5% | -19.1% |
| 3M | -23.3% | -9.1% | -14.1% | -25.1% |
| 6M | -19.7% | -29.6% | +9.8% | -26.6% |
| YTD | -17.1% | -27.7% | +10.5% | -23.5% |
| 1Y | -8.8% | -37.0% | +28.2% | -18.7% |
| 3Y | +43.4% | -80.2% | +123.6% | -2.1% |
| 5Y | +95.2% | -86.0% | +181.2% | +37.0% |
| 10Y | +288.1% | -99.5% | +387.6% | +38.9% |
| All | +1,890.1% | -100.0% | +1,990.1% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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