-1.4%
ODFL vs GEN
+31.4%
-32.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.5% |
| 7D | +0.6% | -3.0% | +3.6% | +1.4% |
| 30D | -6.3% | +24.7% | -31.0% | -11.9% |
| 3M | -19.1% | +4.1% | -23.2% | -20.5% |
| 6M | -9.9% | +36.0% | -46.0% | -18.6% |
| YTD | +9.9% | +10.9% | -0.9% | +5.5% |
| 1Y | +24.4% | +12.2% | +12.2% | +19.0% |
| 3Y | -11.0% | +63.3% | -74.3% | -23.7% |
| 5Y | -1.4% | +29.0% | -30.5% | -12.4% |
| All | -1.4% | +31.4% | -32.8% | -12.4% |
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