+1,086.7%
FLEX vs ODFL
+716.5%
+370.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.1% |
| 7D | +6.4% | -3.0% | +9.4% | +7.9% |
| 30D | -5.9% | -14.3% | +8.4% | +1.3% |
| 3M | -23.5% | -26.7% | +3.3% | -11.5% |
| 6M | +83.7% | -7.5% | +91.2% | +88.9% |
| YTD | +86.5% | +16.5% | +70.0% | +68.4% |
| 1Y | +100.5% | +23.5% | +77.0% | +74.3% |
| 3Y | +469.8% | -12.1% | +481.9% | +459.4% |
| 5Y | +725.7% | +28.9% | +696.7% | +510.7% |
| 10Y | +1,086.7% | +746.5% | +340.2% | +269.3% |
| All | +1,086.7% | +716.5% | +370.2% | +269.3% |
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