+278.7%
IONQ vs ODFL
+25.9%
+252.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.7% | -3.1% | -4.1% |
| 7D | +1.3% | -3.0% | +4.3% | +3.3% |
| 30D | -10.3% | -14.3% | +3.9% | -1.3% |
| 3M | -32.7% | -26.7% | -6.0% | -19.4% |
| 6M | +6.3% | -7.5% | +13.8% | +8.5% |
| YTD | -15.0% | +16.5% | -31.5% | -27.4% |
| 1Y | -13.3% | +23.5% | -36.8% | -30.0% |
| 3Y | +97.2% | -12.1% | +109.3% | +89.1% |
| 5Y | +278.7% | +28.9% | +249.8% | +151.3% |
| All | +278.7% | +25.9% | +252.8% | +151.3% |
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