+133.5%
ASML vs ODFL
-12.0%
+145.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | -2.9% | -5.4% | +2.6% | -1.0% |
| 30D | -15.2% | -7.7% | -7.5% | -13.2% |
| 3M | -12.9% | -20.8% | +7.9% | -6.2% |
| 6M | -5.0% | -15.0% | +10.0% | -0.5% |
| YTD | +41.8% | +7.6% | +34.2% | +35.3% |
| 1Y | +46.0% | +22.7% | +23.3% | +32.6% |
| 3Y | +133.5% | -12.9% | +146.4% | +134.4% |
| All | +133.5% | -12.0% | +145.4% | +134.4% |
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