+719.8%
ODFL vs DRI
+353.8%
+366.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.8% |
| 7D | -3.3% | -3.2% | 0.0% | -2.3% |
| 30D | -15.3% | -7.8% | -7.5% | -13.2% |
| 3M | -27.3% | +0.4% | -27.7% | -27.7% |
| 6M | -4.5% | +4.8% | -9.3% | -6.4% |
| YTD | +15.1% | +16.7% | -1.6% | +9.0% |
| 1Y | +21.1% | +1.5% | +19.6% | +19.4% |
| 3Y | -14.1% | +56.3% | -70.4% | -26.1% |
| 5Y | +26.6% | +66.4% | -39.8% | +6.2% |
| All | +719.8% | +353.8% | +366.0% | +429.1% |
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