+392.8%
HL vs ODFL
-13.7%
+406.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -4.4% | -3.3% | -1.1% | -3.8% |
| 30D | +9.3% | -15.3% | +24.6% | +12.5% |
| 3M | +32.0% | -27.3% | +59.3% | +39.4% |
| 6M | -6.4% | -4.5% | -1.9% | -6.4% |
| YTD | +3.1% | +15.1% | -12.0% | +0.1% |
| 1Y | +77.6% | +21.1% | +56.5% | +70.5% |
| 3Y | +392.8% | -14.1% | +406.9% | +385.8% |
| All | +392.8% | -13.7% | +406.6% | +385.8% |
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