+1,008.4%
ASX vs ODFL
+548.9%
+459.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.3% |
| 7D | +22.1% | +0.6% | +21.5% | +21.7% |
| 30D | -23.8% | -6.3% | -17.5% | -21.8% |
| 3M | -7.6% | -19.1% | +11.5% | +0.2% |
| 6M | +6.9% | -9.9% | +16.9% | +10.3% |
| YTD | +127.7% | +9.9% | +117.7% | +112.1% |
| 1Y | +144.5% | +24.4% | +120.1% | +115.2% |
| 3Y | +377.8% | -11.0% | +388.8% | +362.6% |
| 5Y | +498.2% | -1.4% | +499.7% | +428.5% |
| All | +1,008.4% | +548.9% | +459.5% | +400.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling