+917.5%
ODFL vs FIVN
+282.0%
+635.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.1% | -2.3% |
| 7D | -3.0% | -9.6% | +6.6% | -1.5% |
| 30D | -14.3% | -11.9% | -2.3% | -12.7% |
| 3M | -26.7% | +40.1% | -66.8% | -31.3% |
| 6M | -7.5% | +68.3% | -75.8% | -17.3% |
| YTD | +16.5% | +51.5% | -34.9% | +5.6% |
| 1Y | +23.5% | +15.1% | +8.4% | +16.8% |
| 3Y | -12.1% | -55.6% | +43.5% | -6.0% |
| 5Y | +28.9% | -82.4% | +111.4% | +51.4% |
| 10Y | +746.5% | +114.5% | +632.0% | +624.1% |
| All | +917.5% | +282.0% | +635.5% | +714.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling