+546.0%
ODFL vs BUD
-2.1%
+548.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | +1.3% |
| 7D | +5.8% | +1.0% | +4.8% | +5.5% |
| 30D | -5.3% | +6.7% | -12.0% | -7.2% |
| 3M | -19.0% | +5.7% | -24.7% | -20.5% |
| 6M | -7.5% | +5.8% | -13.3% | -9.4% |
| YTD | +11.8% | +34.4% | -22.6% | +1.8% |
| 1Y | +29.7% | +33.3% | -3.6% | +18.3% |
| 3Y | -9.1% | +48.8% | -58.0% | -21.2% |
| 5Y | +0.2% | +52.5% | -52.3% | -15.1% |
| All | +546.0% | -2.1% | +548.1% | +460.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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