+550.8%
ODFL vs CPB
-40.1%
+591.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.7% |
| 7D | -5.0% | -4.1% | -0.9% | -4.4% |
| 30D | -6.3% | +16.9% | -23.2% | -8.5% |
| 3M | -18.5% | -0.6% | -17.9% | -18.6% |
| 6M | -12.4% | +11.4% | -23.7% | -14.0% |
| YTD | +9.2% | -14.8% | +24.0% | +10.9% |
| 1Y | +23.0% | -24.8% | +47.7% | +27.0% |
| 3Y | -11.6% | -36.6% | +25.0% | -7.3% |
| 5Y | +0.1% | -33.3% | +33.5% | +4.3% |
| 10Y | +550.8% | -40.4% | +591.2% | +585.7% |
| All | +550.8% | -40.1% | +591.0% | +585.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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