+424.2%
ASX vs ODFL
-2.4%
+426.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.3% | +9.7% | +7.6% |
| 7D | -19.9% | -4.4% | -15.5% | -18.3% |
| 30D | -30.9% | -6.1% | -24.8% | -29.4% |
| 3M | -15.1% | -21.9% | +6.8% | -7.5% |
| 6M | -6.5% | -17.6% | +11.1% | -0.6% |
| YTD | +98.4% | +5.6% | +92.8% | +88.3% |
| 1Y | +107.9% | +20.5% | +87.3% | +86.3% |
| 3Y | +325.3% | -14.8% | +340.1% | +318.4% |
| All | +424.2% | -2.4% | +426.6% | +358.0% |
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