+97.2%
TJX vs WCC
+224.0%
-126.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.9% |
| 7D | -4.6% | +1.5% | -6.1% | -4.9% |
| 30D | -17.2% | -2.1% | -15.0% | -17.0% |
| 3M | -24.9% | +3.8% | -28.7% | -25.8% |
| 6M | -19.7% | +35.0% | -54.6% | -24.8% |
| YTD | -17.2% | +46.4% | -63.6% | -24.0% |
| 1Y | -9.4% | +63.0% | -72.4% | -18.9% |
| 3Y | +43.1% | +133.9% | -90.9% | +12.3% |
| All | +97.2% | +224.0% | -126.8% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling