+24.4%
ODFL vs BAM
-1.5%
+25.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.5% |
| 7D | +0.6% | -2.0% | +2.6% | +1.3% |
| 30D | -6.3% | +13.7% | -19.9% | -10.6% |
| 3M | -19.1% | -4.8% | -14.4% | -17.8% |
| 6M | -9.9% | +7.6% | -17.5% | -13.1% |
| YTD | +9.9% | +1.2% | +8.8% | +7.9% |
| 1Y | +24.4% | -2.3% | +26.7% | +24.1% |
| All | +24.4% | -1.5% | +25.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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