-8.7%
KVUE vs ODFL
-13.7%
+5.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | -5.1% | -3.3% | -1.9% | -4.9% |
| 30D | -6.3% | -15.3% | +9.0% | -5.1% |
| 3M | -0.5% | -27.3% | +26.8% | +1.8% |
| 6M | +3.1% | -4.5% | +7.6% | +3.3% |
| YTD | +6.7% | +15.1% | -8.5% | +5.6% |
| 1Y | -1.1% | +21.1% | -22.2% | -2.5% |
| 3Y | -8.7% | -14.1% | +5.4% | -12.6% |
| All | -8.7% | -13.7% | +5.0% | -12.6% |
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 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