-12.1%
DOW vs ODFL
+288.8%
-300.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.9% |
| 7D | -1.4% | -3.3% | +1.9% | 0.0% |
| 30D | -3.9% | -15.3% | +11.3% | +2.8% |
| 3M | -12.7% | -27.3% | +14.6% | -0.8% |
| 6M | -13.7% | -4.5% | -9.2% | -15.0% |
| YTD | +28.4% | +15.1% | +13.2% | +15.3% |
| 1Y | +21.8% | +21.1% | +0.7% | +6.1% |
| 3Y | -35.7% | -14.1% | -21.6% | -37.2% |
| 5Y | -36.8% | +26.6% | -63.4% | -54.0% |
| All | -12.1% | +288.8% | -300.9% | -73.6% |
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