+1,278.6%
ODFL vs CDW
+903.1%
+375.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | -6.3% | +3.2% | -9.5% | -7.6% |
| 30D | -13.6% | +9.3% | -22.9% | -17.5% |
| 3M | -24.2% | +9.8% | -34.0% | -28.3% |
| 6M | -13.8% | +23.3% | -37.1% | -25.0% |
| YTD | +19.0% | +13.7% | +5.4% | +7.7% |
| 1Y | +25.7% | -6.5% | +32.2% | +24.0% |
| 3Y | -13.1% | -25.2% | +12.1% | -6.1% |
| 5Y | +26.7% | -19.5% | +46.1% | +30.3% |
| 10Y | +721.5% | +285.8% | +435.7% | +341.3% |
| All | +1,278.6% | +903.1% | +375.5% | +527.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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