+546.0%
ODFL vs BWA
+94.2%
+451.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +5.8% | +4.3% | +1.6% | +4.2% |
| 30D | -5.3% | -13.0% | +7.7% | -0.3% |
| 3M | -19.0% | -24.8% | +5.9% | -10.2% |
| 6M | -7.5% | -23.5% | +16.0% | +1.1% |
| YTD | +11.8% | +13.8% | -2.1% | +1.6% |
| 1Y | +29.7% | +13.4% | +16.2% | +18.0% |
| 3Y | -9.1% | +62.8% | -71.9% | -30.3% |
| 5Y | +0.2% | +28.5% | -28.2% | -17.8% |
| All | +546.0% | +94.2% | +451.8% | +310.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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