+444.6%
ASX vs ODFL
+26.5%
+418.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -6.3% | +5.6% | +1.5% |
| 30D | +2.0% | -13.6% | +15.6% | +7.4% |
| 3M | -1.3% | -24.2% | +22.8% | +8.8% |
| 6M | +71.4% | -13.8% | +85.2% | +79.1% |
| YTD | +135.3% | +19.0% | +116.3% | +114.6% |
| 1Y | +267.5% | +25.7% | +241.8% | +226.1% |
| 3Y | +388.5% | -13.1% | +401.6% | +384.0% |
| All | +444.6% | +26.5% | +418.1% | +319.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling