+2,658.0%
TJX vs UAL
+242.1%
+2,416.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.5% |
| 7D | -2.2% | +0.7% | -3.0% | -2.4% |
| 30D | -17.1% | -16.1% | -1.0% | -14.9% |
| 3M | -16.5% | +6.1% | -22.6% | -17.6% |
| 6M | -17.8% | +10.8% | -28.7% | -19.9% |
| YTD | -13.2% | -0.4% | -12.8% | -14.3% |
| 1Y | -5.2% | +5.0% | -10.2% | -7.6% |
| 3Y | +48.2% | +124.0% | -75.8% | +23.3% |
| 5Y | +99.8% | +141.0% | -41.2% | +60.4% |
| 10Y | +291.1% | +118.0% | +173.1% | +197.0% |
| All | +2,658.0% | +242.1% | +2,416.0% | +1,442.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling