+29.7%
ODFL vs GSK
+9.8%
+19.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.4% |
| 7D | +5.8% | +1.1% | +4.7% | +5.2% |
| 30D | -5.3% | +6.3% | -11.7% | -7.9% |
| 3M | -19.0% | +1.8% | -20.8% | -19.8% |
| 6M | -7.5% | +1.7% | -9.1% | -8.9% |
| YTD | +11.8% | +6.5% | +5.2% | +2.6% |
| 1Y | +29.7% | +9.5% | +20.2% | +15.1% |
| All | +29.7% | +9.8% | +19.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling