+233.6%
GDX vs ODFL
+25.9%
+207.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.4% |
| 7D | +1.9% | -3.0% | +4.9% | +2.3% |
| 30D | +9.9% | -14.3% | +24.2% | +12.0% |
| 3M | +28.2% | -26.7% | +54.9% | +33.1% |
| 6M | -2.9% | -7.5% | +4.6% | -2.3% |
| YTD | +16.0% | +16.5% | -0.6% | +13.6% |
| 1Y | +49.9% | +23.5% | +26.4% | +45.6% |
| 3Y | +263.6% | -12.1% | +275.6% | +262.2% |
| 5Y | +233.6% | +28.9% | +204.7% | +202.7% |
| All | +233.6% | +25.9% | +207.6% | +202.7% |
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