+21.1%
ODFL vs A
+18.0%
+3.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.4% |
| 7D | -3.3% | -2.6% | -0.7% | -2.4% |
| 30D | -15.3% | -0.9% | -14.4% | -15.0% |
| 3M | -27.3% | +13.6% | -41.0% | -30.7% |
| 6M | -4.5% | +27.8% | -32.3% | -13.4% |
| YTD | +15.1% | +8.6% | +6.5% | +13.0% |
| 1Y | +21.1% | +16.9% | +4.2% | +18.2% |
| All | +21.1% | +18.0% | +3.1% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling