+723.3%
ODFL vs CCEP
+236.5%
+486.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -2.8% | -5.7% | +2.9% | -1.0% |
| 30D | -13.7% | -3.4% | -10.3% | -12.8% |
| 3M | -23.4% | +5.5% | -28.9% | -24.9% |
| 6M | -7.2% | +2.2% | -9.4% | -8.2% |
| YTD | +15.6% | +14.6% | +1.0% | +10.1% |
| 1Y | +24.2% | +18.9% | +5.2% | +16.8% |
| 3Y | -12.8% | +82.6% | -95.4% | -30.1% |
| 5Y | +27.1% | +107.0% | -79.9% | -3.8% |
| All | +723.3% | +236.5% | +486.8% | +487.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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