+24,622.4%
ODFL vs DLTR
+10,981.5%
+13,640.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.6% | +6.2% | +1.5% |
| 7D | +0.2% | -5.8% | +6.0% | +1.1% |
| 30D | -13.4% | -5.2% | -8.2% | -12.8% |
| 3M | -24.2% | +15.2% | -39.4% | -26.1% |
| 6M | -3.3% | +7.1% | -10.4% | -5.1% |
| YTD | +19.8% | +0.8% | +18.9% | +18.6% |
| 1Y | +24.5% | +24.8% | -0.3% | +18.8% |
| 3Y | -9.6% | +6.9% | -16.5% | -13.5% |
| 5Y | +28.0% | +33.2% | -5.2% | +17.1% |
| 10Y | +735.3% | +51.6% | +683.7% | +627.0% |
| All | +24,622.4% | +10,981.5% | +13,640.9% | +12,515.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling