+153.7%
ALL vs ODFL
-11.6%
+165.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | -4.7% | -13.4% | +8.8% | -3.6% |
| 3M | +18.4% | -24.2% | +42.5% | +21.1% |
| 6M | +20.5% | -3.3% | +23.8% | +20.0% |
| YTD | +23.5% | +19.8% | +3.8% | +20.0% |
| 1Y | +29.0% | +24.5% | +4.5% | +24.6% |
| 3Y | +153.7% | -9.6% | +163.3% | +144.3% |
| All | +153.7% | -11.6% | +165.3% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 3y: compounded portfolio wealth divided by compounded ODFL 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…
3y analysis · Full analysis span regression · 6 months rolling