+167.0%
CVX vs ODFL
+25.4%
+141.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +2.6% | -3.3% | +5.9% | +3.1% |
| 30D | +9.8% | -15.3% | +25.1% | +12.2% |
| 3M | +16.2% | -27.3% | +43.5% | +21.2% |
| 6M | +13.6% | -4.5% | +18.1% | +13.2% |
| YTD | +44.4% | +15.1% | +29.2% | +38.7% |
| 1Y | +40.6% | +21.1% | +19.5% | +33.6% |
| 3Y | +48.2% | -14.1% | +62.3% | +45.9% |
| All | +167.0% | +25.4% | +141.6% | +142.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling