+9,564.4%
LMT vs ODFL
+31,973.1%
-22,408.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -2.0% |
| 7D | -1.3% | -3.0% | +1.7% | -1.1% |
| 30D | -12.5% | -14.3% | +1.7% | -11.5% |
| 3M | -0.5% | -26.7% | +26.3% | +1.9% |
| 6M | -20.0% | -7.5% | -12.5% | -19.7% |
| YTD | +10.4% | +16.5% | -6.1% | +8.6% |
| 1Y | +17.7% | +23.5% | -5.8% | +15.1% |
| 3Y | +34.3% | -12.1% | +46.4% | +33.5% |
| 5Y | +71.8% | +28.9% | +42.9% | +63.7% |
| 10Y | +187.0% | +746.5% | -559.5% | +137.1% |
| All | +9,564.4% | +31,973.1% | -22,408.6% | +6,432.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling