+275.1%
BLK vs ODFL
+742.1%
-467.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -3.3% | -3.3% | 0.0% | -2.0% |
| 30D | -6.5% | -15.3% | +8.8% | 0.0% |
| 3M | +6.7% | -27.3% | +34.1% | +21.0% |
| 6M | +14.7% | -4.5% | +19.2% | +14.7% |
| YTD | +2.5% | +15.1% | -12.6% | -6.3% |
| 1Y | -2.8% | +21.1% | -23.9% | -13.6% |
| 3Y | +65.9% | -14.1% | +80.0% | +63.2% |
| 5Y | +33.0% | +26.6% | +6.4% | +2.5% |
| All | +275.1% | +742.1% | -467.1% | +10.9% |
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