+649.2%
ODFL vs FCUV
-95.9%
+745.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.0% | +4.3% | -2.7% |
| 7D | -3.0% | -63.8% | +60.7% | -2.9% |
| 30D | -14.3% | -14.7% | +0.4% | -14.4% |
| 3M | -26.7% | +65.3% | -92.0% | -27.7% |
| 6M | -7.5% | -68.5% | +61.0% | -8.3% |
| YTD | +16.5% | -83.0% | +99.6% | +15.7% |
| 1Y | +23.5% | -94.4% | +117.9% | +22.9% |
| 3Y | -12.1% | -99.3% | +87.2% | -12.6% |
| 5Y | +28.9% | -99.9% | +128.8% | +28.4% |
| 10Y | +746.5% | -98.6% | +845.1% | +740.2% |
| All | +649.2% | -95.9% | +745.0% | +657.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 all: compounded portfolio wealth divided by compounded FCUV 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…
all analysis · Full analysis span regression · 6 months rolling