+246.7%
CB vs ODFL
+573.4%
-326.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.2% | +1.9% |
| 7D | +0.7% | -5.4% | +6.1% | +1.9% |
| 30D | +8.2% | -7.7% | +15.8% | +9.9% |
| 3M | +6.3% | -20.8% | +27.1% | +11.4% |
| 6M | +16.2% | -15.0% | +31.2% | +19.3% |
| YTD | +19.3% | +7.6% | +11.7% | +15.2% |
| 1Y | +29.2% | +22.7% | +6.5% | +20.7% |
| 3Y | +71.4% | -12.9% | +84.3% | +68.0% |
| 5Y | +104.2% | -0.1% | +104.3% | +85.5% |
| 10Y | +246.7% | +550.4% | -303.8% | +82.8% |
| All | +246.7% | +573.4% | -326.7% | +82.8% |
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