+283.8%
ODFL vs DOCU
+104.2%
+179.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.0% |
| 7D | -4.4% | -5.5% | +1.1% | -3.4% |
| 30D | -6.1% | +12.6% | -18.7% | -8.2% |
| 3M | -21.9% | +36.4% | -58.3% | -26.5% |
| 6M | -17.6% | +66.8% | -84.4% | -25.6% |
| YTD | +5.6% | +13.5% | -7.8% | +1.4% |
| 1Y | +20.5% | +11.3% | +9.2% | +16.0% |
| 3Y | -14.8% | +92.1% | -106.9% | -28.5% |
| 5Y | -3.0% | -71.0% | +68.0% | +2.1% |
| All | +283.8% | +104.2% | +179.6% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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