+3.8%
EXC vs ODFL
+23.6%
-19.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -1.6% | -2.8% | +1.2% | -1.8% |
| 30D | -2.4% | -13.7% | +11.3% | -3.0% |
| 3M | -4.0% | -23.4% | +19.4% | -5.3% |
| 6M | -9.8% | -7.2% | -2.6% | -9.3% |
| YTD | +2.3% | +15.6% | -13.3% | +5.1% |
| 1Y | +3.8% | +24.2% | -20.3% | +7.6% |
| All | +3.8% | +23.6% | -19.7% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling