+211.9%
B vs ODFL
+716.5%
-504.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.4% |
| 7D | +1.0% | -3.0% | +4.1% | +1.3% |
| 30D | +9.5% | -14.3% | +23.8% | +11.0% |
| 3M | +14.3% | -26.7% | +41.1% | +17.4% |
| 6M | -1.9% | -7.5% | +5.6% | -1.3% |
| YTD | +4.1% | +16.5% | -12.5% | +2.6% |
| 1Y | +56.1% | +23.5% | +32.6% | +52.9% |
| 3Y | +202.0% | -12.1% | +214.1% | +201.4% |
| 5Y | +158.8% | +28.9% | +129.9% | +145.8% |
| 10Y | +211.9% | +746.5% | -534.6% | +228.1% |
| All | +211.9% | +716.5% | -504.6% | +228.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling