+28.9%
ODFL vs BUD
+44.7%
-15.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.1% |
| 7D | -3.0% | -1.3% | -1.7% | -2.6% |
| 30D | -14.3% | -6.1% | -8.1% | -12.7% |
| 3M | -26.7% | -3.8% | -23.0% | -26.0% |
| 6M | -7.5% | +8.2% | -15.6% | -9.9% |
| YTD | +16.5% | +23.6% | -7.0% | +9.2% |
| 1Y | +23.5% | +33.4% | -9.9% | +13.3% |
| 3Y | -12.1% | +45.3% | -57.4% | -23.5% |
| 5Y | +28.9% | +44.3% | -15.4% | +8.2% |
| All | +28.9% | +44.7% | -15.8% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling