+1,129.1%
DIA vs ODFL
+30,668.1%
-29,539.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.2% | -6.3% | +6.1% | +0.8% |
| 30D | -1.5% | -13.6% | +12.1% | +0.7% |
| 3M | +3.8% | -24.2% | +27.9% | +8.2% |
| 6M | +10.3% | -13.8% | +24.0% | +12.3% |
| YTD | +12.1% | +19.0% | -6.9% | +8.2% |
| 1Y | +18.6% | +25.7% | -7.0% | +13.3% |
| 3Y | +60.6% | -13.1% | +73.7% | +60.1% |
| 5Y | +64.4% | +26.7% | +37.8% | +52.5% |
| 10Y | +250.1% | +721.5% | -471.4% | +149.0% |
| All | +1,129.1% | +30,668.1% | -29,539.0% | +517.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling