-35.7%
DOW vs ODFL
-13.7%
-22.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.9% |
| 7D | -1.4% | -3.3% | +1.9% | -0.4% |
| 30D | -3.9% | -15.3% | +11.3% | +0.8% |
| 3M | -12.7% | -27.3% | +14.6% | -4.3% |
| 6M | -13.7% | -4.5% | -9.2% | -15.2% |
| YTD | +28.4% | +15.1% | +13.2% | +16.7% |
| 1Y | +21.8% | +21.1% | +0.7% | +8.0% |
| 3Y | -35.7% | -14.1% | -21.6% | -39.4% |
| All | -35.7% | -13.7% | -22.0% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling