+992.0%
ASX vs ODFL
+716.5%
+275.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.6% |
| 7D | +11.1% | -3.0% | +14.1% | +12.4% |
| 30D | +9.6% | -14.3% | +23.9% | +16.3% |
| 3M | +18.6% | -26.7% | +45.4% | +33.6% |
| 6M | +92.1% | -7.5% | +99.6% | +95.8% |
| YTD | +158.5% | +16.5% | +141.9% | +136.2% |
| 1Y | +271.9% | +23.5% | +248.4% | +229.5% |
| 3Y | +465.2% | -12.1% | +477.3% | +453.8% |
| 5Y | +479.4% | +28.9% | +450.5% | +356.9% |
| 10Y | +992.0% | +746.5% | +245.5% | +400.8% |
| All | +992.0% | +716.5% | +275.4% | +400.8% |
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