+25.7%
ODFL vs CG
-24.3%
+50.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.6% |
| 7D | -6.3% | -4.3% | -2.0% | -4.9% |
| 30D | -13.6% | -5.1% | -8.5% | -12.2% |
| 3M | -24.2% | +8.7% | -32.9% | -26.4% |
| 6M | -13.8% | -9.2% | -4.6% | -11.0% |
| YTD | +19.0% | -18.9% | +37.9% | +28.4% |
| 1Y | +25.7% | -25.6% | +51.3% | +34.4% |
| All | +25.7% | -24.3% | +50.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling