+28.1%
BA vs ODFL
+615.5%
-587.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -2.2% |
| 7D | -1.7% | -3.0% | +1.3% | -0.5% |
| 30D | -9.5% | -6.1% | -3.4% | -7.4% |
| 3M | -26.5% | -20.9% | -5.6% | -19.1% |
| 6M | -27.4% | -13.6% | -13.8% | -24.2% |
| YTD | -20.6% | +9.4% | -30.1% | -27.2% |
| 1Y | -11.4% | +22.9% | -34.3% | -23.7% |
| 3Y | -10.8% | -9.8% | -1.0% | -17.0% |
| 5Y | -21.9% | -0.4% | -21.6% | -35.1% |
| 10Y | +28.1% | +592.4% | -564.3% | -61.5% |
| All | +28.1% | +615.5% | -587.4% | -61.5% |
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