+87.9%
MDLZ vs ODFL
+716.5%
-628.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.8% |
| 7D | 0.0% | -3.0% | +3.0% | +0.5% |
| 30D | +1.4% | -14.3% | +15.7% | +4.3% |
| 3M | 0.0% | -26.7% | +26.8% | +5.7% |
| 6M | +9.1% | -7.5% | +16.6% | +10.0% |
| YTD | +17.9% | +16.5% | +1.4% | +13.0% |
| 1Y | +3.2% | +23.5% | -20.3% | -2.6% |
| 3Y | -2.5% | -12.1% | +9.6% | -4.1% |
| 5Y | +17.6% | +28.9% | -11.3% | +1.3% |
| 10Y | +87.9% | +746.5% | -658.5% | +2.8% |
| All | +87.9% | +716.5% | -628.6% | +2.8% |
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