+4,239.4%
FISV vs ODFL
+31,724.5%
-27,485.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -7.2% | -2.8% | -4.4% | -6.9% |
| 30D | -7.2% | -13.7% | +6.5% | -5.4% |
| 3M | -8.2% | -23.4% | +15.2% | -5.0% |
| 6M | -17.7% | -7.2% | -10.5% | -17.1% |
| YTD | -27.2% | +15.6% | -42.8% | -28.8% |
| 1Y | -63.0% | +24.2% | -87.1% | -64.2% |
| 3Y | -59.8% | -12.8% | -47.0% | -59.8% |
| 5Y | -55.8% | +27.1% | -82.9% | -58.2% |
| 10Y | -2.4% | +739.9% | -742.3% | -25.1% |
| All | +4,239.4% | +31,724.5% | -27,485.1% | +2,367.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling