+723.3%
ODFL vs GEN
+157.3%
+566.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -2.8% | -4.4% | +1.6% | -1.7% |
| 30D | -13.7% | +3.7% | -17.4% | -14.5% |
| 3M | -23.4% | +22.2% | -45.6% | -27.3% |
| 6M | -7.2% | +38.9% | -46.1% | -15.4% |
| YTD | +15.6% | +11.9% | +3.8% | +11.3% |
| 1Y | +24.2% | +4.5% | +19.7% | +21.6% |
| 3Y | -12.8% | +59.0% | -71.7% | -23.4% |
| 5Y | +27.1% | +22.0% | +5.2% | +16.3% |
| All | +723.3% | +157.3% | +566.0% | +497.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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