+185.8%
LMT vs ODFL
+742.1%
-556.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.2% | -3.3% | +3.1% | +0.4% |
| 30D | -13.1% | -15.3% | +2.2% | -10.6% |
| 3M | -3.9% | -27.3% | +23.4% | +1.3% |
| 6M | -18.3% | -4.5% | -13.8% | -18.2% |
| YTD | +10.3% | +15.1% | -4.8% | +6.0% |
| 1Y | +14.2% | +21.1% | -6.9% | +8.4% |
| 3Y | +35.0% | -14.1% | +49.1% | +33.5% |
| 5Y | +73.2% | +26.6% | +46.7% | +47.1% |
| All | +185.8% | +742.1% | -556.3% | +30.5% |
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 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