+198.7%
B vs ODFL
-11.6%
+210.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.5% |
| 7D | +2.3% | +0.2% | +2.2% | +2.3% |
| 30D | +1.4% | -13.4% | +14.8% | +2.5% |
| 3M | +12.2% | -24.2% | +36.4% | +14.4% |
| 6M | -2.1% | -3.3% | +1.2% | -1.8% |
| YTD | +2.9% | +19.8% | -16.8% | +2.3% |
| 1Y | +55.3% | +24.5% | +30.8% | +54.2% |
| 3Y | +198.7% | -9.6% | +208.3% | +197.4% |
| All | +198.7% | -11.6% | +210.3% | +197.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling