+746.5%
ODFL vs FE
+110.4%
+636.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -14.3% | -1.2% | -13.1% | -14.0% |
| 3M | -26.7% | +1.7% | -28.4% | -27.1% |
| 6M | -7.5% | -7.5% | 0.0% | -5.7% |
| YTD | +16.5% | +6.3% | +10.2% | +14.3% |
| 1Y | +23.5% | +10.9% | +12.7% | +19.5% |
| 3Y | -12.1% | +46.9% | -59.0% | -22.8% |
| 5Y | +28.9% | +47.6% | -18.7% | +12.8% |
| 10Y | +746.5% | +114.5% | +632.0% | +624.4% |
| All | +746.5% | +110.4% | +636.1% | +624.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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