-43.4%
CCL vs ODFL
+745.7%
-789.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.6% |
| 7D | -4.3% | -2.8% | -1.5% | -2.7% |
| 30D | -19.0% | -13.7% | -5.3% | -11.7% |
| 3M | -13.1% | -23.4% | +10.3% | +1.2% |
| 6M | -13.3% | -7.2% | -6.1% | -10.1% |
| YTD | -25.2% | +15.6% | -40.9% | -32.9% |
| 1Y | -27.2% | +24.2% | -51.4% | -37.9% |
| 3Y | +49.2% | -12.8% | +62.0% | +47.7% |
| 5Y | +0.4% | +27.1% | -26.8% | -26.0% |
| All | -43.4% | +745.7% | -789.0% | -79.9% |
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