-3.3%
LVS vs ODFL
+742.1%
-745.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | -3.5% | -3.3% | -0.2% | -2.3% |
| 30D | -6.2% | -15.3% | +9.0% | -0.4% |
| 3M | -14.8% | -27.3% | +12.5% | -4.5% |
| 6M | -20.9% | -4.5% | -16.4% | -20.8% |
| YTD | -33.0% | +15.1% | -48.2% | -38.2% |
| 1Y | -20.0% | +21.1% | -41.1% | -28.3% |
| 3Y | -6.9% | -14.1% | +7.2% | -8.2% |
| 5Y | +9.1% | +26.6% | -17.5% | -15.2% |
| All | -3.3% | +742.1% | -745.4% | -61.7% |
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