+42.6%
UNP vs TJX
+4.8%
+37.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +1.1% |
| 7D | +3.6% | +4.6% | -1.0% | +3.0% |
| 30D | +11.4% | +7.7% | +3.7% | +10.6% |
| 3M | +4.6% | -7.8% | +12.4% | +5.6% |
| 6M | +18.3% | -5.8% | +24.1% | +18.4% |
| YTD | +35.4% | -4.9% | +40.3% | +34.5% |
| 1Y | +42.6% | +3.2% | +39.5% | +36.9% |
| All | +42.6% | +4.8% | +37.8% | +36.9% |
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