+74.5%
UBER vs TJX
+159.4%
-84.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.9% |
| 7D | -4.5% | -4.4% | -0.1% | -1.8% |
| 30D | -7.6% | -18.6% | +11.0% | +4.4% |
| 3M | +5.8% | -24.4% | +30.1% | +24.8% |
| 6M | +0.3% | -20.2% | +20.5% | +13.9% |
| YTD | -11.2% | -16.9% | +5.7% | -1.8% |
| 1Y | -23.0% | -8.5% | -14.5% | -20.2% |
| 3Y | +53.6% | +43.7% | +9.9% | +18.0% |
| 5Y | +81.9% | +97.3% | -15.4% | +13.3% |
| All | +74.5% | +159.4% | -84.9% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling