+78.2%
MNST vs ODFL
+27.3%
+50.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -4.1% | +0.2% | -4.2% | -4.1% |
| 30D | -4.5% | -13.4% | +8.9% | -2.0% |
| 3M | -2.5% | -24.2% | +21.7% | +2.3% |
| 6M | +14.1% | -3.3% | +17.5% | +14.1% |
| YTD | +12.6% | +19.8% | -7.2% | +7.3% |
| 1Y | +36.9% | +24.5% | +12.4% | +29.2% |
| 3Y | +53.1% | -9.6% | +62.7% | +50.8% |
| 5Y | +78.2% | +28.0% | +50.2% | +52.9% |
| All | +78.2% | +27.3% | +50.9% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling