-9.6%
ODFL vs A
+29.5%
-39.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.7% |
| 7D | +0.2% | -2.1% | +2.2% | +1.0% |
| 30D | -13.4% | +0.6% | -14.0% | -13.8% |
| 3M | -24.2% | +10.9% | -35.1% | -27.7% |
| 6M | -3.3% | +28.2% | -31.5% | -14.3% |
| YTD | +19.8% | +8.6% | +11.2% | +14.8% |
| 1Y | +24.5% | +15.5% | +9.0% | +15.8% |
| 3Y | -9.6% | +31.8% | -41.4% | -21.7% |
| All | -9.6% | +29.5% | -39.1% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling