+28.9%
ODFL vs BEN
+40.0%
-11.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -1.9% |
| 7D | -3.0% | +3.4% | -6.4% | -4.7% |
| 30D | -14.3% | +1.8% | -16.0% | -15.0% |
| 3M | -26.7% | +8.4% | -35.1% | -30.1% |
| 6M | -7.5% | +35.6% | -43.1% | -22.0% |
| YTD | +16.5% | +46.4% | -29.8% | -5.5% |
| 1Y | +23.5% | +46.3% | -22.8% | -0.2% |
| 3Y | -12.1% | +54.6% | -66.7% | -33.3% |
| 5Y | +28.9% | +39.4% | -10.5% | -2.4% |
| All | +28.9% | +40.0% | -11.1% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling