+49.6%
USO vs TJX
-19.1%
+68.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.8% |
| 7D | +11.5% | -4.4% | +15.8% | +7.5% |
| 30D | +24.1% | -18.6% | +42.7% | +4.9% |
| 3M | +17.9% | -24.4% | +42.3% | -6.7% |
| 6M | +49.6% | -20.2% | +69.9% | +26.2% |
| All | +49.6% | -19.1% | +68.7% | +26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling