+81.6%
KO vs ODFL
+25.9%
+55.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | -1.1% | -2.8% | +1.7% | -0.9% |
| 30D | +1.6% | -13.7% | +15.2% | +2.8% |
| 3M | +5.8% | -23.4% | +29.1% | +8.1% |
| 6M | +14.3% | -7.2% | +21.4% | +14.5% |
| YTD | +27.3% | +15.6% | +11.7% | +24.6% |
| 1Y | +33.2% | +24.2% | +9.0% | +29.1% |
| 3Y | +64.5% | -12.8% | +77.2% | +63.1% |
| All | +81.6% | +25.9% | +55.7% | +62.6% |
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