+43,711.4%
TJX vs XEL
+1,926.0%
+41,785.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.6% |
| 7D | -4.4% | -1.2% | -3.1% | -4.0% |
| 30D | -18.6% | -2.9% | -15.7% | -17.9% |
| 3M | -24.4% | -2.7% | -21.6% | -23.8% |
| 6M | -20.2% | -6.5% | -13.7% | -18.8% |
| YTD | -16.9% | +3.6% | -20.6% | -18.2% |
| 1Y | -8.5% | +7.5% | -16.0% | -11.1% |
| 3Y | +43.7% | +46.3% | -2.6% | +25.4% |
| 5Y | +97.3% | +30.5% | +66.8% | +76.7% |
| 10Y | +289.0% | +151.4% | +137.6% | +187.1% |
| All | +43,711.4% | +1,926.0% | +41,785.3% | +13,836.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling