+27.3%
ODFL vs DLTR
+30.4%
-3.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.3% | -10.1% | +6.8% | -1.1% |
| 30D | -15.3% | -8.1% | -7.2% | -13.9% |
| 3M | -27.3% | +2.9% | -30.2% | -28.1% |
| 6M | -4.5% | +4.3% | -8.8% | -6.4% |
| YTD | +15.1% | -3.9% | +19.1% | +14.8% |
| 1Y | +21.1% | +18.9% | +2.2% | +14.8% |
| 3Y | -14.1% | +1.9% | -16.0% | -17.1% |
| All | +27.3% | +30.4% | -3.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling