+696.9%
AVGO vs ODFL
+25.4%
+671.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +1.1% | -3.3% | +4.4% | +2.3% |
| 30D | -13.0% | -15.3% | +2.3% | -8.0% |
| 3M | -6.0% | -27.3% | +21.4% | +4.2% |
| 6M | +6.4% | -4.5% | +10.9% | +6.3% |
| YTD | +5.0% | +15.1% | -10.2% | -3.9% |
| 1Y | +1.4% | +21.1% | -19.7% | -9.6% |
| 3Y | +336.8% | -14.1% | +350.9% | +331.9% |
| All | +696.9% | +25.4% | +671.5% | +515.0% |
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