+102.2%
USO vs TJX
+4.8%
+97.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.2% | -13.2% | -4.8% |
| 7D | -12.7% | +4.6% | -17.3% | -9.8% |
| 30D | +1.0% | +7.7% | -6.7% | +6.4% |
| 3M | +25.6% | -7.8% | +33.4% | +19.9% |
| 6M | -1.5% | -5.8% | +4.3% | -3.2% |
| YTD | +110.3% | -4.9% | +115.1% | +106.6% |
| 1Y | +102.2% | +3.2% | +99.0% | +111.1% |
| All | +102.2% | +4.8% | +97.4% | +111.1% |
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 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