+288.9%
BKNG vs USFD
+329.0%
-40.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.8% |
| 7D | -6.0% | -3.0% | -3.0% | -4.9% |
| 30D | -6.6% | +3.5% | -10.2% | -8.0% |
| 3M | +15.7% | +26.6% | -10.9% | +5.3% |
| 6M | +14.1% | +11.7% | +2.4% | +8.7% |
| YTD | -9.3% | +38.1% | -47.5% | -21.7% |
| 1Y | -12.8% | +33.4% | -46.1% | -23.8% |
| 3Y | +58.4% | +155.8% | -97.4% | +5.2% |
| 5Y | +114.1% | +214.0% | -99.9% | +29.8% |
| 10Y | +246.8% | +320.4% | -73.5% | +83.8% |
| All | +288.9% | +329.0% | -40.2% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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