+735.3%
ODFL vs ALK
-38.6%
+773.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.5% |
| 7D | +0.2% | +0.1% | 0.0% | +0.1% |
| 30D | -13.4% | -18.5% | +5.0% | -8.6% |
| 3M | -24.2% | -3.6% | -20.6% | -24.1% |
| 6M | -3.3% | -3.7% | +0.4% | -4.1% |
| YTD | +19.8% | -19.0% | +38.8% | +23.9% |
| 1Y | +24.5% | -36.0% | +60.6% | +36.9% |
| 3Y | -9.6% | +2.3% | -12.0% | -15.8% |
| 5Y | +28.0% | -27.8% | +55.8% | +28.2% |
| 10Y | +735.3% | -39.0% | +774.2% | +693.4% |
| All | +735.3% | -38.6% | +773.8% | +693.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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