+76.7%
OXY vs USFD
+188.3%
-111.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -11.9% | +3.0% | -14.9% | -12.6% |
| 30D | -3.1% | +11.1% | -14.2% | -5.7% |
| 3M | +1.1% | -0.3% | +1.3% | +0.8% |
| 6M | +3.2% | +15.9% | -12.7% | -1.2% |
| YTD | +39.0% | +41.6% | -2.6% | +23.9% |
| 1Y | +42.7% | +49.4% | -6.7% | +24.8% |
| 3Y | -3.5% | +157.8% | -161.4% | -31.0% |
| All | +76.7% | +188.3% | -111.6% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling