+546.0%
ODFL vs ED
+147.1%
+398.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.4% |
| 7D | +5.8% | +2.1% | +3.8% | +5.4% |
| 30D | -5.3% | +10.4% | -15.7% | -7.0% |
| 3M | -19.0% | +12.5% | -31.5% | -20.7% |
| 6M | -7.5% | +14.9% | -22.4% | -9.9% |
| YTD | +11.8% | +24.8% | -13.0% | +7.0% |
| 1Y | +29.7% | +23.8% | +5.8% | +24.2% |
| 3Y | -9.1% | +51.6% | -60.8% | -18.0% |
| 5Y | +0.2% | +86.4% | -86.2% | -13.3% |
| All | +546.0% | +147.1% | +398.9% | +498.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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