+2.0%
FISV vs ODFL
+742.1%
-740.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.6% |
| 7D | -2.7% | -3.3% | +0.6% | -1.6% |
| 30D | 0.0% | -15.3% | +15.3% | +5.6% |
| 3M | -2.8% | -27.3% | +24.5% | +7.8% |
| 6M | -11.8% | -4.5% | -7.3% | -11.3% |
| YTD | -23.2% | +15.1% | -38.4% | -28.1% |
| 1Y | -62.0% | +21.1% | -83.1% | -65.1% |
| 3Y | -57.6% | -14.1% | -43.5% | -58.0% |
| 5Y | -53.4% | +26.6% | -80.0% | -62.3% |
| All | +2.0% | +742.1% | -740.2% | -54.5% |
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