+3.2%
TJX vs XEL
+1.7%
+1.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.0% | +4.8% |
| 7D | +4.6% | +4.3% | +0.3% | +3.9% |
| 30D | +7.7% | +12.6% | -4.9% | +6.0% |
| 3M | -7.8% | +4.4% | -12.2% | -8.6% |
| 6M | -5.8% | +0.7% | -6.5% | -6.3% |
| YTD | -4.9% | +11.5% | -16.4% | -5.1% |
| 1Y | +3.2% | +1.7% | +1.4% | +2.6% |
| All | +3.2% | +1.7% | +1.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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