-51.7%
ORCL vs USFD
+46.1%
-97.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -11.2% | +3.0% | -14.1% | -10.1% |
| 30D | -18.8% | +11.1% | -29.9% | -16.1% |
| 3M | -18.8% | -0.3% | -18.5% | -19.0% |
| 6M | -39.7% | +15.9% | -55.6% | -35.8% |
| YTD | -39.6% | +41.6% | -81.3% | -32.4% |
| 1Y | -51.7% | +49.4% | -101.1% | -45.6% |
| All | -51.7% | +46.1% | -97.9% | -45.6% |
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