+118.3%
OKTA vs USFD
+49.2%
+69.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +8.4% | +1.7% | +6.7% | +8.9% |
| 30D | -13.7% | +10.2% | -23.9% | -10.8% |
| 3M | +18.0% | -1.5% | +19.5% | +18.5% |
| 6M | +133.8% | +27.3% | +106.5% | +153.9% |
| YTD | +111.5% | +44.0% | +67.5% | +125.3% |
| 1Y | +118.3% | +50.4% | +68.0% | +131.8% |
| All | +118.3% | +49.2% | +69.1% | +131.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling