+7.7%
GEHC vs ODFL
+21.0%
-13.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.2% |
| 7D | -7.9% | -2.8% | -5.1% | -6.9% |
| 30D | -11.7% | -13.7% | +2.0% | -7.2% |
| 3M | +0.8% | -23.4% | +24.2% | +10.2% |
| 6M | -11.6% | -7.2% | -4.4% | -9.7% |
| YTD | -21.6% | +15.6% | -37.2% | -25.8% |
| 1Y | -15.3% | +24.2% | -39.5% | -22.0% |
| 3Y | -0.5% | -12.8% | +12.3% | -2.6% |
| All | +7.7% | +21.0% | -13.3% | -3.5% |
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 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