-13.1%
ODFL vs FND
-50.0%
+37.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | -14.3% | -19.6% | +5.3% | -7.9% |
| 3M | -26.7% | -4.3% | -22.4% | -26.5% |
| 6M | -7.5% | -20.4% | +13.0% | -1.6% |
| YTD | +16.5% | -21.9% | +38.4% | +24.2% |
| 1Y | +23.5% | -45.2% | +68.7% | +48.3% |
| All | -13.1% | -50.0% | +37.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling