+473.3%
FLEX vs ODFL
+0.9%
+472.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +3.2% |
| 7D | +2.2% | -5.0% | +7.2% | +4.5% |
| 30D | -32.6% | -6.3% | -26.4% | -31.2% |
| 3M | -35.5% | -18.5% | -17.0% | -30.6% |
| 6M | -45.6% | -12.4% | -33.2% | -43.2% |
| YTD | +30.7% | +9.2% | +21.5% | +23.3% |
| 1Y | +28.4% | +23.0% | +5.4% | +15.1% |
| 3Y | +301.7% | -11.6% | +313.3% | +294.0% |
| 5Y | +473.3% | +0.1% | +473.1% | +406.1% |
| All | +473.3% | +0.9% | +472.4% | +406.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling