+546.0%
ODFL vs DRI
+331.7%
+214.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +5.8% | +1.1% | +4.8% | +5.5% |
| 30D | -5.3% | +9.7% | -15.0% | -8.0% |
| 3M | -19.0% | +3.2% | -22.1% | -19.9% |
| 6M | -7.5% | +20.6% | -28.0% | -13.2% |
| YTD | +11.8% | +28.3% | -16.5% | +2.7% |
| 1Y | +29.7% | +34.5% | -4.9% | +17.4% |
| 3Y | -9.1% | +66.5% | -75.7% | -23.4% |
| 5Y | +0.2% | +79.6% | -79.4% | -17.9% |
| All | +546.0% | +331.7% | +214.3% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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