-1.4%
ODFL vs BB
-14.0%
+12.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +1.2% |
| 7D | +0.6% | +9.0% | -8.3% | -0.9% |
| 30D | -6.3% | +7.7% | -14.0% | -7.9% |
| 3M | -19.1% | +4.0% | -23.1% | -20.4% |
| 6M | -9.9% | +46.6% | -56.6% | -18.7% |
| YTD | +9.9% | +140.6% | -130.7% | -10.6% |
| 1Y | +24.4% | +103.1% | -78.7% | +4.2% |
| 3Y | -11.0% | +150.5% | -161.6% | -32.4% |
| 5Y | -1.4% | -15.4% | +14.0% | -8.5% |
| All | -1.4% | -14.0% | +12.6% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling