+3,724.0%
ODFL vs BUD
+201.1%
+3,522.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -6.3% | +0.3% | -6.6% | -6.4% |
| 30D | -13.6% | -5.7% | -7.9% | -11.9% |
| 3M | -24.2% | +3.1% | -27.3% | -25.1% |
| 6M | -13.8% | +7.9% | -21.7% | -16.3% |
| YTD | +19.0% | +27.3% | -8.3% | +8.9% |
| 1Y | +25.7% | +37.8% | -12.1% | +11.8% |
| 3Y | -13.1% | +49.8% | -63.0% | -26.7% |
| 5Y | +26.7% | +43.8% | -17.2% | +6.5% |
| 10Y | +721.5% | -22.6% | +744.1% | +713.3% |
| All | +3,724.0% | +201.1% | +3,522.9% | +1,950.6% |
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 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