+3.2%
HAL vs ODFL
+745.7%
-742.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.5% |
| 7D | -3.3% | -2.8% | -0.5% | -2.1% |
| 30D | +7.2% | -13.7% | +20.9% | +14.1% |
| 3M | -8.8% | -23.4% | +14.6% | +1.8% |
| 6M | +3.0% | -7.2% | +10.1% | +3.8% |
| YTD | +29.4% | +15.6% | +13.8% | +15.9% |
| 1Y | +62.8% | +24.2% | +38.7% | +39.8% |
| 3Y | -6.4% | -12.8% | +6.3% | -8.7% |
| 5Y | +103.6% | +27.1% | +76.5% | +49.0% |
| All | +3.2% | +745.7% | -742.5% | -71.5% |
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 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