-0.9%
BA vs ODFL
+26.4%
-27.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | +1.2% | -6.3% | +7.4% | +3.0% |
| 30D | -11.6% | -13.6% | +2.0% | -7.9% |
| 3M | -2.4% | -24.2% | +21.8% | +5.4% |
| 6M | -6.6% | -13.8% | +7.2% | -3.7% |
| YTD | -2.2% | +19.0% | -21.3% | -9.6% |
| 1Y | -8.0% | +25.7% | -33.7% | -16.9% |
| 3Y | -5.0% | -13.1% | +8.1% | -6.6% |
| All | -0.9% | +26.4% | -27.3% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling