+113.8%
MSTR vs ODFL
+27.3%
+86.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.8% |
| 7D | +9.3% | +0.2% | +9.2% | +9.1% |
| 30D | +36.5% | -13.4% | +49.9% | +49.6% |
| 3M | +7.3% | -24.2% | +31.5% | +26.8% |
| 6M | +2.2% | -3.3% | +5.6% | +1.2% |
| YTD | -10.2% | +19.8% | -29.9% | -24.8% |
| 1Y | -58.6% | +24.5% | -83.1% | -66.7% |
| 3Y | +283.2% | -9.6% | +292.8% | +264.3% |
| 5Y | +113.8% | +28.0% | +85.7% | +41.3% |
| All | +113.8% | +27.3% | +86.5% | +41.3% |
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