+1,218.2%
BE vs ODFL
+26.9%
+1,191.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.7% |
| 7D | +9.7% | -2.8% | +12.5% | +11.0% |
| 30D | +22.4% | -13.7% | +36.0% | +29.4% |
| 3M | +10.4% | -23.4% | +33.7% | +20.8% |
| 6M | +67.9% | -7.2% | +75.0% | +66.8% |
| YTD | +197.5% | +15.6% | +181.9% | +164.3% |
| 1Y | +310.6% | +24.2% | +286.4% | +248.1% |
| 3Y | +1,657.2% | -12.8% | +1,670.0% | +1,565.5% |
| 5Y | +1,218.2% | +27.1% | +1,191.0% | +852.6% |
| All | +1,218.2% | +26.9% | +1,191.2% | +852.6% |
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