+548.9%
ODFL vs FND
+58.4%
+490.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.6% | +5.2% | +2.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | -13.4% | -23.6% | +10.1% | -6.1% |
| 3M | -24.2% | +4.3% | -28.5% | -26.0% |
| 6M | -3.3% | -20.3% | +17.0% | +2.1% |
| YTD | +19.8% | -21.3% | +41.1% | +26.6% |
| 1Y | +24.5% | -45.4% | +69.9% | +47.0% |
| 3Y | -9.6% | -48.9% | +39.2% | +4.8% |
| 5Y | +28.0% | -61.0% | +89.1% | +53.4% |
| All | +548.9% | +58.4% | +490.4% | +447.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling