+911.5%
BE vs ODFL
+298.3%
+613.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.3% | +7.3% |
| 7D | +20.0% | -6.3% | +26.3% | +23.4% |
| 30D | +7.9% | -13.6% | +21.5% | +15.5% |
| 3M | -13.2% | -24.2% | +11.0% | -2.2% |
| 6M | +53.5% | -13.8% | +67.2% | +60.1% |
| YTD | +191.0% | +19.0% | +172.0% | +150.4% |
| 1Y | +360.5% | +25.7% | +334.8% | +277.7% |
| 3Y | +1,568.0% | -13.1% | +1,581.1% | +1,469.1% |
| 5Y | +1,055.2% | +26.7% | +1,028.5% | +699.8% |
| All | +911.5% | +298.3% | +613.2% | +253.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling