+4,419.1%
XOM vs TJX
+44,429.5%
-40,010.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +1.9% | -4.4% | +6.2% | +2.8% |
| 30D | +4.1% | -18.6% | +22.6% | +8.5% |
| 3M | +10.4% | -24.4% | +34.8% | +16.7% |
| 6M | +13.0% | -20.2% | +33.3% | +17.8% |
| YTD | +40.1% | -16.9% | +57.0% | +44.6% |
| 1Y | +51.1% | -8.5% | +59.6% | +52.8% |
| 3Y | +57.7% | +43.7% | +14.0% | +44.1% |
| 5Y | +264.7% | +97.3% | +167.4% | +208.2% |
| 10Y | +193.1% | +289.0% | -95.9% | +116.8% |
| All | +4,419.1% | +44,429.5% | -40,010.5% | +1,751.6% |
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