+32.7%
KO vs ODFL
+28.2%
+4.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -1.8% | -6.3% | +4.5% | -1.6% |
| 30D | +1.4% | -13.6% | +15.0% | +1.8% |
| 3M | +15.4% | -24.2% | +39.6% | +16.2% |
| 6M | +14.3% | -13.8% | +28.1% | +14.2% |
| YTD | +27.7% | +19.0% | +8.6% | +25.2% |
| 1Y | +32.7% | +25.7% | +7.0% | +26.9% |
| All | +32.7% | +28.2% | +4.5% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling