+746.5%
ODFL vs CASY
+468.0%
+278.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -14.2% | +11.5% | +1.4% |
| 7D | -3.0% | -16.5% | +13.5% | +1.9% |
| 30D | -14.3% | -26.4% | +12.1% | -6.7% |
| 3M | -26.7% | -17.3% | -9.4% | -24.0% |
| 6M | -7.5% | -5.2% | -2.3% | -8.8% |
| YTD | +16.5% | +14.1% | +2.5% | +8.1% |
| 1Y | +23.5% | +16.6% | +6.9% | +13.3% |
| 3Y | -12.1% | +163.7% | -175.8% | -41.3% |
| 5Y | +28.9% | +231.3% | -202.4% | -21.4% |
| 10Y | +746.5% | +462.9% | +283.6% | +328.2% |
| All | +746.5% | +468.0% | +278.5% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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