-26.2%
UBER vs TJX
+4.8%
-31.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.3% | +3.5% |
| 7D | +7.0% | +4.6% | +2.4% | +5.7% |
| 30D | +0.6% | +7.7% | -7.1% | -1.2% |
| 3M | -2.9% | -7.8% | +4.9% | -2.1% |
| 6M | -5.5% | -5.8% | +0.3% | -5.3% |
| YTD | -14.5% | -4.9% | -9.6% | -13.5% |
| 1Y | -26.2% | +3.2% | -29.3% | -23.2% |
| All | -26.2% | +4.8% | -31.0% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling