+1,563.7%
LITE vs ODFL
-12.5%
+1,576.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | -1.5% | -6.3% | +4.7% | +0.9% |
| 30D | +6.7% | -13.6% | +20.3% | +12.8% |
| 3M | -6.8% | -24.2% | +17.4% | +2.9% |
| 6M | +29.4% | -13.8% | +43.2% | +34.9% |
| YTD | +139.1% | +19.0% | +120.0% | +115.4% |
| 1Y | +521.0% | +25.7% | +495.3% | +442.4% |
| All | +1,563.7% | -12.5% | +1,576.2% | +1,436.5% |
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