+20.8%
XBI vs USFD
+197.4%
-176.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | +0.8% |
| 7D | -3.6% | -7.0% | +3.4% | -0.6% |
| 30D | +0.9% | -10.3% | +11.1% | +5.6% |
| 3M | +21.4% | +9.2% | +12.2% | +16.0% |
| 6M | +25.5% | +7.4% | +18.1% | +20.3% |
| YTD | +30.8% | +29.4% | +1.5% | +13.3% |
| 1Y | +68.6% | +24.8% | +43.7% | +48.0% |
| 3Y | +103.9% | +150.0% | -46.1% | +23.4% |
| 5Y | +20.8% | +195.5% | -174.7% | -34.5% |
| All | +20.8% | +197.4% | -176.6% | -34.5% |
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