+74.3%
F vs ODFL
+573.4%
-499.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | 0.0% |
| 7D | +1.0% | -5.4% | +6.4% | +3.3% |
| 30D | +2.1% | -7.7% | +9.8% | +5.3% |
| 3M | -10.3% | -20.8% | +10.6% | -1.4% |
| 6M | +3.3% | -15.0% | +18.3% | +9.3% |
| YTD | -2.0% | +7.6% | -9.6% | -8.2% |
| 1Y | -2.3% | +22.7% | -25.0% | -14.1% |
| 3Y | +49.9% | -12.9% | +62.8% | +45.7% |
| 5Y | -12.5% | -0.1% | -12.4% | -23.9% |
| 10Y | +74.3% | +550.4% | -476.2% | -35.6% |
| All | +74.3% | +573.4% | -499.1% | -35.6% |
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