+25.7%
ODFL vs D
+15.7%
+10.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | -6.3% | +0.4% | -6.7% | -6.3% |
| 30D | -13.6% | -3.6% | -10.0% | -13.2% |
| 3M | -24.2% | -1.0% | -23.2% | -23.8% |
| 6M | -13.8% | +6.3% | -20.1% | -14.1% |
| YTD | +19.0% | +14.7% | +4.3% | +19.2% |
| 1Y | +25.7% | +16.9% | +8.7% | +25.2% |
| All | +25.7% | +15.7% | +10.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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