+28.0%
ODFL vs GEN
+22.3%
+5.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.4% | +1.4% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | -13.4% | +2.6% | -16.1% | -14.1% |
| 3M | -24.2% | +15.8% | -40.0% | -27.5% |
| 6M | -3.3% | +33.1% | -36.5% | -11.9% |
| YTD | +19.8% | +11.3% | +8.5% | +15.4% |
| 1Y | +24.5% | +1.7% | +22.9% | +23.5% |
| 3Y | -9.6% | +58.1% | -67.8% | -21.6% |
| 5Y | +28.0% | +20.6% | +7.4% | +15.4% |
| All | +28.0% | +22.3% | +5.7% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling