+8.0%
NOW vs ODFL
+26.5%
-18.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.0% | -3.0% |
| 7D | -2.4% | -6.3% | +3.9% | +0.2% |
| 30D | +20.5% | -13.6% | +34.1% | +27.7% |
| 3M | +18.3% | -24.2% | +42.5% | +31.8% |
| 6M | +24.1% | -13.8% | +37.8% | +29.3% |
| YTD | -7.8% | +19.0% | -26.8% | -18.0% |
| 1Y | -21.4% | +25.7% | -47.1% | -32.3% |
| 3Y | +19.5% | -13.1% | +32.7% | +17.4% |
| All | +8.0% | +26.5% | -18.5% | -19.0% |
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