+47.6%
XOP vs USFD
+34.2%
+13.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.9% |
| 7D | +2.6% | -3.0% | +5.6% | +2.2% |
| 30D | +15.4% | +3.5% | +11.9% | +15.9% |
| 3M | +12.1% | +26.6% | -14.5% | +15.2% |
| 6M | +19.7% | +11.7% | +8.0% | +22.1% |
| YTD | +52.4% | +38.1% | +14.3% | +54.9% |
| 1Y | +47.6% | +33.4% | +14.2% | +46.5% |
| All | +47.6% | +34.2% | +13.3% | +46.5% |
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 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