+134.0%
BP vs ODFL
+745.7%
-611.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +5.7% | -2.8% | +8.5% | +6.4% |
| 30D | +8.1% | -13.7% | +21.7% | +11.6% |
| 3M | +8.6% | -23.4% | +32.0% | +15.0% |
| 6M | +18.1% | -7.2% | +25.3% | +18.5% |
| YTD | +37.6% | +15.6% | +22.0% | +29.5% |
| 1Y | +39.4% | +24.2% | +15.2% | +28.1% |
| 3Y | +40.1% | -12.8% | +52.8% | +36.9% |
| 5Y | +141.3% | +27.1% | +114.2% | +97.7% |
| All | +134.0% | +745.7% | -611.6% | -0.7% |
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