-33.3%
ROL vs USFD
+49.6%
-82.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +3.4% | +8.4% | -5.0% | +3.3% |
| 30D | +20.8% | +12.7% | +8.0% | +20.8% |
| 3M | +3.7% | +1.1% | +2.6% | +2.7% |
| 6M | -27.7% | +30.2% | -57.8% | -26.0% |
| YTD | -34.9% | +45.8% | -80.8% | -34.3% |
| 1Y | -33.3% | +51.9% | -85.2% | -32.7% |
| All | -33.3% | +49.6% | -82.9% | -32.7% |
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