+31,321.3%
ODFL vs GEN
+1,810.5%
+29,510.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.1% |
| 7D | +0.6% | -3.0% | +3.6% | +1.1% |
| 30D | -6.3% | +24.7% | -31.0% | -9.3% |
| 3M | -19.1% | +4.1% | -23.2% | -20.0% |
| 6M | -9.9% | +36.0% | -46.0% | -14.3% |
| YTD | +9.9% | +10.9% | -0.9% | +7.2% |
| 1Y | +24.4% | +12.2% | +12.2% | +21.1% |
| 3Y | -11.0% | +63.3% | -74.3% | -18.0% |
| 5Y | -1.4% | +29.0% | -30.5% | -7.1% |
| 10Y | +555.3% | +147.5% | +407.8% | +452.6% |
| All | +31,321.3% | +1,810.5% | +29,510.8% | +20,959.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling