+719.8%
ODFL vs BRKR
+155.3%
+564.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.3% | -8.7% | +5.4% | -0.3% |
| 30D | -15.3% | -9.9% | -5.4% | -12.4% |
| 3M | -27.3% | -3.1% | -24.2% | -28.6% |
| 6M | -4.5% | +45.5% | -50.0% | -20.4% |
| YTD | +15.1% | +13.7% | +1.5% | +4.4% |
| 1Y | +21.1% | +67.4% | -46.3% | -6.1% |
| 3Y | -14.1% | -13.2% | -0.9% | -20.5% |
| 5Y | +26.6% | -39.5% | +66.1% | +32.6% |
| All | +719.8% | +155.3% | +564.5% | +394.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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