-14.9%
HAL vs ODFL
+559.8%
-574.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.4% |
| 7D | +6.1% | +5.8% | +0.3% | +3.5% |
| 30D | +2.9% | -5.3% | +8.2% | +4.9% |
| 3M | +3.3% | -19.0% | +22.3% | +12.5% |
| 6M | -16.9% | -7.5% | -9.4% | -15.7% |
| YTD | +21.2% | +11.8% | +9.4% | +9.4% |
| 1Y | +27.5% | +29.7% | -2.1% | +6.8% |
| 3Y | -6.4% | -9.1% | +2.7% | -11.1% |
| 5Y | +58.0% | +0.2% | +57.8% | +34.3% |
| All | -14.9% | +559.8% | -574.6% | -72.2% |
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