+33,206.7%
ODFL vs BDX
+4,512.6%
+28,694.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.9% |
| 7D | -3.0% | -3.6% | +0.5% | -2.2% |
| 30D | -14.3% | +0.7% | -14.9% | -14.5% |
| 3M | -26.7% | +19.0% | -45.7% | -30.0% |
| 6M | -7.5% | +10.8% | -18.3% | -10.1% |
| YTD | +16.5% | +20.1% | -3.6% | +10.9% |
| 1Y | +23.5% | +23.1% | +0.5% | +16.9% |
| 3Y | -12.1% | -8.8% | -3.3% | -11.5% |
| 5Y | +28.9% | -1.4% | +30.3% | +27.1% |
| 10Y | +746.5% | +60.5% | +686.0% | +641.9% |
| All | +33,206.7% | +4,512.6% | +28,694.1% | +17,151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling