+246.7%
CB vs ODFL
+565.4%
-318.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | 0.0% |
| 7D | -1.0% | -5.0% | +3.9% | 0.0% |
| 30D | +7.3% | -6.3% | +13.6% | +8.7% |
| 3M | +7.0% | -18.5% | +25.5% | +11.5% |
| 6M | +16.3% | -12.4% | +28.7% | +18.7% |
| YTD | +19.7% | +9.2% | +10.5% | +15.2% |
| 1Y | +27.8% | +23.0% | +4.8% | +19.4% |
| 3Y | +72.0% | -11.6% | +83.6% | +68.1% |
| 5Y | +104.9% | +0.1% | +104.7% | +86.3% |
| 10Y | +246.7% | +550.8% | -304.1% | +82.6% |
| All | +246.7% | +565.4% | -318.7% | +82.6% |
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 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