+2,502.5%
LITE vs ODFL
+732.4%
+1,770.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.4% | +10.8% |
| 7D | +12.6% | +0.2% | +12.5% | +12.6% |
| 30D | +9.9% | -13.4% | +23.4% | +17.5% |
| 3M | +9.3% | -24.2% | +33.5% | +23.1% |
| 6M | +75.2% | -3.3% | +78.5% | +74.1% |
| YTD | +165.5% | +19.8% | +145.7% | +136.9% |
| 1Y | +555.0% | +24.5% | +530.4% | +468.5% |
| 3Y | +1,870.5% | -9.6% | +1,880.1% | +1,825.6% |
| 5Y | +1,009.8% | +28.0% | +981.8% | +756.0% |
| 10Y | +2,502.5% | +735.3% | +1,767.2% | +572.2% |
| All | +2,502.5% | +732.4% | +1,770.1% | +572.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling