+72.4%
UBER vs TJX
+158.6%
-86.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -5.4% | -4.6% | -0.8% | -2.6% |
| 30D | -4.9% | -17.2% | +12.3% | +6.4% |
| 3M | +3.0% | -24.9% | +28.0% | +22.1% |
| 6M | -4.4% | -19.7% | +15.3% | +8.1% |
| YTD | -12.3% | -17.2% | +4.9% | -2.8% |
| 1Y | -24.3% | -9.4% | -14.9% | -21.1% |
| 3Y | +46.4% | +43.1% | +3.4% | +12.8% |
| 5Y | +79.7% | +96.7% | -17.0% | +12.2% |
| All | +72.4% | +158.6% | -86.2% | -16.1% |
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