+546.0%
ODFL vs BEN
+58.7%
+487.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.2% | +1.5% |
| 7D | +5.8% | +6.8% | -1.0% | +2.8% |
| 30D | -5.3% | +18.0% | -23.3% | -12.2% |
| 3M | -19.0% | +7.5% | -26.4% | -21.7% |
| 6M | -7.5% | +14.7% | -22.2% | -13.6% |
| YTD | +11.8% | +56.1% | -44.3% | -9.1% |
| 1Y | +29.7% | +69.6% | -39.9% | +1.7% |
| 3Y | -9.1% | +87.7% | -96.8% | -33.5% |
| 5Y | +0.2% | +28.6% | -28.4% | -16.0% |
| All | +546.0% | +58.7% | +487.3% | +370.0% |
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