+2,876.9%
TQQQ vs TJX
+287.7%
+2,589.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.9% |
| 7D | -1.9% | -4.6% | +2.7% | +3.5% |
| 30D | -4.9% | -17.2% | +12.3% | +17.9% |
| 3M | -6.4% | -24.9% | +18.5% | +27.1% |
| 6M | +44.4% | -19.7% | +64.1% | +78.6% |
| YTD | +35.2% | -17.2% | +52.4% | +58.9% |
| 1Y | +49.5% | -9.4% | +58.9% | +55.2% |
| 3Y | +250.7% | +43.1% | +207.6% | +112.2% |
| 5Y | +104.7% | +96.7% | +8.0% | -9.4% |
| All | +2,876.9% | +287.7% | +2,589.2% | +699.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 10y: compounded portfolio wealth divided by compounded TJX 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…
10y analysis · Full analysis span regression · 6 months rolling