+33,922.3%
ODFL vs HSY
+3,704.6%
+30,217.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | -6.3% | -3.3% | -3.0% | -5.5% |
| 30D | -13.6% | -2.8% | -10.8% | -13.0% |
| 3M | -24.2% | -4.5% | -19.7% | -23.5% |
| 6M | -13.8% | -24.2% | +10.4% | -7.8% |
| YTD | +19.0% | -2.7% | +21.8% | +19.0% |
| 1Y | +25.7% | -3.7% | +29.4% | +25.7% |
| 3Y | -13.1% | -11.5% | -1.6% | -12.6% |
| 5Y | +26.7% | +10.3% | +16.3% | +19.7% |
| 10Y | +721.5% | +122.1% | +599.4% | +536.1% |
| All | +33,922.3% | +3,704.6% | +30,217.7% | +19,628.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling