+847.5%
MSCI vs ODFL
+559.8%
+287.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +0.7% |
| 7D | +3.0% | +5.8% | -2.8% | +0.8% |
| 30D | +17.8% | -5.3% | +23.1% | +20.0% |
| 3M | +15.2% | -19.0% | +34.2% | +24.0% |
| 6M | +16.5% | -7.5% | +24.0% | +17.9% |
| YTD | +16.4% | +11.8% | +4.6% | +6.9% |
| 1Y | +16.8% | +29.7% | -12.8% | +0.3% |
| 3Y | +35.8% | -9.1% | +44.9% | +26.2% |
| 5Y | +7.0% | +0.2% | +6.7% | -9.0% |
| All | +847.5% | +559.8% | +287.7% | +260.2% |
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