+6.9%
PCOR vs USFD
+49.6%
-42.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +8.5% | +11.2% | +19.2% |
| 7D | +21.8% | +7.8% | +14.0% | +21.3% |
| 30D | +39.5% | +16.2% | +23.4% | +40.3% |
| 3M | +35.2% | +11.0% | +24.2% | +35.5% |
| 6M | +21.7% | +20.7% | +1.0% | +25.9% |
| YTD | +3.9% | +46.0% | -42.0% | +9.1% |
| 1Y | +6.9% | +49.8% | -42.8% | +12.6% |
| All | +6.9% | +49.6% | -42.7% | +12.6% |
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