+3,356.8%
ODFL vs BUD
+222.5%
+3,134.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | -5.4% | +6.0% | -11.5% | -7.4% |
| 30D | -7.7% | +11.3% | -18.9% | -11.1% |
| 3M | -20.8% | +3.6% | -24.4% | -22.0% |
| 6M | -15.0% | +7.7% | -22.8% | -17.6% |
| YTD | +7.6% | +36.4% | -28.8% | -4.0% |
| 1Y | +22.7% | +37.8% | -15.1% | +9.1% |
| 3Y | -12.9% | +51.2% | -64.1% | -26.6% |
| 5Y | -0.1% | +53.4% | -53.5% | -17.7% |
| 10Y | +550.4% | -3.2% | +553.6% | +487.8% |
| All | +3,356.8% | +222.5% | +3,134.3% | +1,707.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling