-13.1%
ODFL vs HSY
-9.9%
-3.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | -3.0% | -3.0% | -0.1% | -2.6% |
| 30D | -14.3% | -5.0% | -9.2% | -13.7% |
| 3M | -26.7% | -1.3% | -25.4% | -26.6% |
| 6M | -7.5% | -21.5% | +14.0% | -4.3% |
| YTD | +16.5% | -3.3% | +19.8% | +16.6% |
| 1Y | +23.5% | -5.5% | +29.0% | +23.8% |
| All | -13.1% | -9.9% | -3.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 3y: compounded portfolio wealth divided by compounded HSY 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…
3y analysis · Full analysis span regression · 6 months rolling