+723.3%
ODFL vs EXR
+149.6%
+573.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | -2.8% | -3.2% | +0.4% | -1.6% |
| 30D | -13.7% | -6.9% | -6.8% | -11.4% |
| 3M | -23.4% | -7.8% | -15.6% | -21.0% |
| 6M | -7.2% | -4.9% | -2.3% | -5.5% |
| YTD | +15.6% | +7.2% | +8.5% | +13.0% |
| 1Y | +24.2% | -1.5% | +25.7% | +24.8% |
| 3Y | -12.8% | +22.3% | -35.0% | -20.2% |
| 5Y | +27.1% | -10.9% | +38.1% | +28.9% |
| All | +723.3% | +149.6% | +573.7% | +605.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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