+111.9%
HAL vs ODFL
+25.9%
+85.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.5% |
| 30D | +10.9% | -14.3% | +25.1% | +15.8% |
| 3M | -5.8% | -26.7% | +20.9% | +2.8% |
| 6M | +8.1% | -7.5% | +15.6% | +8.9% |
| YTD | +33.2% | +16.5% | +16.7% | +23.1% |
| 1Y | +74.2% | +23.5% | +50.6% | +57.1% |
| 3Y | -3.7% | -12.1% | +8.4% | -5.7% |
| 5Y | +111.9% | +28.9% | +83.0% | +84.5% |
| All | +111.9% | +25.9% | +85.9% | +84.5% |
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