+723.3%
ODFL vs BEN
+56.7%
+666.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.6% | -0.2% |
| 7D | -2.8% | +0.3% | -3.1% | -3.0% |
| 30D | -13.7% | +0.9% | -14.6% | -14.0% |
| 3M | -23.4% | +9.2% | -32.5% | -26.6% |
| 6M | -7.2% | +36.8% | -43.9% | -19.7% |
| YTD | +15.6% | +44.4% | -28.8% | -2.2% |
| 1Y | +24.2% | +45.8% | -21.7% | +4.2% |
| 3Y | -12.8% | +52.5% | -65.3% | -29.8% |
| 5Y | +27.1% | +37.7% | -10.6% | +4.5% |
| All | +723.3% | +56.7% | +666.6% | +527.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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