+33,922.4%
ODFL vs BEN
+3,282.0%
+30,640.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.5% | -1.2% |
| 7D | -6.3% | +0.2% | -6.5% | -6.4% |
| 30D | -13.6% | -0.5% | -13.1% | -13.4% |
| 3M | -24.2% | +9.7% | -33.9% | -26.9% |
| 6M | -13.8% | +33.9% | -47.7% | -22.7% |
| YTD | +19.0% | +49.0% | -29.9% | +2.8% |
| 1Y | +25.7% | +42.1% | -16.4% | +10.1% |
| 3Y | -13.1% | +51.9% | -65.0% | -26.8% |
| 5Y | +26.7% | +39.0% | -12.4% | +8.9% |
| 10Y | +721.5% | +57.9% | +663.6% | +538.1% |
| All | +33,922.4% | +3,282.0% | +30,640.4% | +14,052.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling