+27.1%
ODFL vs FIVN
-82.6%
+109.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -2.8% | -11.3% | +8.5% | -0.7% |
| 30D | -13.7% | -7.3% | -6.4% | -12.6% |
| 3M | -23.4% | +41.7% | -65.0% | -29.0% |
| 6M | -7.2% | +78.3% | -85.4% | -19.5% |
| YTD | +15.6% | +50.9% | -35.2% | +3.2% |
| 1Y | +24.2% | +19.7% | +4.5% | +16.0% |
| 3Y | -12.8% | -55.7% | +43.0% | -4.8% |
| 5Y | +27.1% | -82.6% | +109.7% | +51.1% |
| All | +27.1% | -82.6% | +109.7% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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