+38.6%
OXY vs USFD
+24.9%
+13.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.5% | +0.5% |
| 7D | +0.6% | -7.0% | +7.6% | -0.1% |
| 30D | +4.5% | -10.3% | +14.8% | +3.4% |
| 3M | +8.9% | +9.2% | -0.3% | +10.5% |
| 6M | +12.5% | +7.4% | +5.1% | +14.4% |
| YTD | +50.5% | +29.4% | +21.1% | +53.1% |
| 1Y | +38.6% | +24.8% | +13.8% | +37.0% |
| All | +38.6% | +24.9% | +13.7% | +37.0% |
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