+33,922.3%
ODFL vs GEN
+1,872.3%
+32,050.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.4% |
| 7D | -6.3% | -1.2% | -5.1% | -6.1% |
| 30D | -13.6% | +10.1% | -23.7% | -14.8% |
| 3M | -24.2% | +16.1% | -40.3% | -25.9% |
| 6M | -13.8% | +38.9% | -52.6% | -18.1% |
| YTD | +19.0% | +14.4% | +4.6% | +16.1% |
| 1Y | +25.7% | +5.9% | +19.8% | +23.9% |
| 3Y | -13.1% | +58.8% | -71.9% | -19.3% |
| 5Y | +26.7% | +24.7% | +2.0% | +20.5% |
| 10Y | +721.5% | +163.1% | +558.4% | +590.3% |
| All | +33,922.3% | +1,872.3% | +32,050.1% | +22,708.8% |
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