+29.4%
B vs ODFL
+32.0%
-2.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.0% | +7.4% | +8.2% |
| 7D | +1.1% | +3.5% | -2.4% | +0.6% |
| 30D | +0.3% | 0.0% | +0.3% | +0.2% |
| 3M | +5.4% | -18.1% | +23.5% | +8.7% |
| 6M | +5.5% | -6.4% | +11.9% | +6.6% |
| YTD | -6.3% | +14.9% | -21.2% | -6.4% |
| 1Y | +29.4% | +27.7% | +1.7% | +30.4% |
| All | +29.4% | +32.0% | -2.6% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling