+593.1%
MA vs ODFL
+559.8%
+33.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.7% |
| 7D | +1.3% | +5.8% | -4.5% | -0.7% |
| 30D | +9.6% | -5.3% | +14.9% | +11.4% |
| 3M | +16.8% | -19.0% | +35.7% | +24.9% |
| 6M | +35.2% | -7.5% | +42.7% | +36.9% |
| YTD | +16.6% | +11.8% | +4.8% | +8.1% |
| 1Y | +19.8% | +29.7% | -9.9% | +4.8% |
| 3Y | +70.7% | -9.1% | +79.8% | +62.0% |
| 5Y | +87.4% | +0.2% | +87.2% | +62.3% |
| All | +593.1% | +559.8% | +33.3% | +153.5% |
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