-3.8%
HAL vs ODFL
-12.7%
+8.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.4% |
| 30D | +10.9% | -14.3% | +25.1% | +15.9% |
| 3M | -5.8% | -26.7% | +20.9% | +3.1% |
| 6M | +8.1% | -7.5% | +15.6% | +8.6% |
| YTD | +33.2% | +16.5% | +16.7% | +21.2% |
| 1Y | +74.2% | +23.5% | +50.6% | +54.1% |
| All | -3.8% | -12.7% | +8.9% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling