+723.3%
ODFL vs BBWI
-57.7%
+781.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -2.8% | -8.0% | +5.2% | -1.1% |
| 30D | -13.7% | -6.6% | -7.0% | -12.7% |
| 3M | -23.4% | -2.7% | -20.7% | -23.5% |
| 6M | -7.2% | -12.8% | +5.6% | -5.9% |
| YTD | +15.6% | -10.5% | +26.1% | +16.4% |
| 1Y | +24.2% | -35.3% | +59.5% | +32.1% |
| 3Y | -12.8% | -47.7% | +35.0% | -6.3% |
| 5Y | +27.1% | -68.9% | +96.0% | +46.2% |
| All | +723.3% | -57.7% | +781.0% | +715.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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