+719.8%
ODFL vs A
+256.4%
+463.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.8% |
| 7D | -3.3% | -2.6% | -0.7% | -2.0% |
| 30D | -15.3% | -0.9% | -14.4% | -15.0% |
| 3M | -27.3% | +13.6% | -41.0% | -32.3% |
| 6M | -4.5% | +27.8% | -32.3% | -17.3% |
| YTD | +15.1% | +8.6% | +6.5% | +8.7% |
| 1Y | +21.1% | +16.9% | +4.2% | +9.4% |
| 3Y | -14.1% | +32.9% | -47.0% | -30.2% |
| 5Y | +26.6% | -14.1% | +40.7% | +28.1% |
| All | +719.8% | +256.4% | +463.4% | +321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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