+28.9%
ODFL vs BB
-25.5%
+54.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.4% |
| 7D | -3.0% | +1.8% | -4.9% | -3.3% |
| 30D | -14.3% | -12.2% | -2.0% | -12.5% |
| 3M | -26.7% | -12.3% | -14.4% | -26.2% |
| 6M | -7.5% | +122.7% | -130.2% | -22.8% |
| YTD | +16.5% | +104.5% | -87.9% | -1.2% |
| 1Y | +23.5% | +106.7% | -83.1% | +3.8% |
| 3Y | -12.1% | +70.0% | -82.0% | -27.0% |
| 5Y | +28.9% | -27.8% | +56.7% | +17.5% |
| All | +28.9% | -25.5% | +54.4% | +17.5% |
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