-8.5%
TJX vs UAL
+0.5%
-9.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -4.4% | -2.0% | -2.4% | -4.2% |
| 30D | -18.6% | -15.7% | -2.9% | -17.4% |
| 3M | -24.4% | +3.6% | -28.0% | -24.9% |
| 6M | -20.2% | +16.9% | -37.1% | -22.2% |
| YTD | -16.9% | -4.8% | -12.2% | -18.6% |
| 1Y | -8.5% | -0.9% | -7.6% | -11.2% |
| All | -8.5% | +0.5% | -9.0% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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