+27.1%
ODFL vs EVRG
+45.7%
-18.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -2.8% | -0.7% | -2.1% | -2.6% |
| 30D | -13.7% | 0.0% | -13.7% | -13.7% |
| 3M | -23.4% | -1.0% | -22.4% | -23.1% |
| 6M | -7.2% | +1.0% | -8.1% | -7.6% |
| YTD | +15.6% | +15.1% | +0.5% | +10.3% |
| 1Y | +24.2% | +17.6% | +6.6% | +17.3% |
| 3Y | -12.8% | +70.5% | -83.2% | -28.2% |
| 5Y | +27.1% | +48.9% | -21.7% | +12.8% |
| All | +27.1% | +45.7% | -18.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 5y: compounded portfolio wealth divided by compounded EVRG 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…
5y analysis · Full analysis span regression · 6 months rolling