+32,355.3%
AVGO vs ODFL
+3,557.5%
+28,797.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.7% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | -13.8% | -13.4% | -0.4% | -8.5% |
| 3M | -6.9% | -24.2% | +17.2% | +3.9% |
| 6M | +11.9% | -3.3% | +15.2% | +11.6% |
| YTD | +6.9% | +19.8% | -12.9% | -4.8% |
| 1Y | +7.4% | +24.5% | -17.1% | -7.0% |
| 3Y | +345.6% | -9.6% | +355.2% | +327.7% |
| 5Y | +718.9% | +28.0% | +690.8% | +540.2% |
| 10Y | +2,755.4% | +735.3% | +2,020.1% | +817.7% |
| All | +32,355.3% | +3,557.5% | +28,797.8% | +6,092.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling