+719.8%
ODFL vs HRB
+209.1%
+510.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.5% |
| 7D | -3.3% | -8.0% | +4.8% | -1.5% |
| 30D | -15.3% | -16.0% | +0.7% | -12.2% |
| 3M | -27.3% | +26.9% | -54.2% | -31.6% |
| 6M | -4.5% | +51.1% | -55.6% | -14.6% |
| YTD | +15.1% | +7.1% | +8.1% | +11.4% |
| 1Y | +21.1% | -9.6% | +30.7% | +21.9% |
| 3Y | -14.1% | +25.4% | -39.5% | -21.7% |
| 5Y | +26.6% | +114.9% | -88.3% | 0.0% |
| All | +719.8% | +209.1% | +510.7% | +461.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling