+550.4%
ODFL vs IBB
+130.8%
+419.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.0% |
| 7D | -5.4% | +0.8% | -6.2% | -5.9% |
| 30D | -7.7% | +5.2% | -12.8% | -10.6% |
| 3M | -20.8% | +8.6% | -29.4% | -25.4% |
| 6M | -15.0% | +27.8% | -42.9% | -28.1% |
| YTD | +7.6% | +28.8% | -21.2% | -9.6% |
| 1Y | +22.7% | +36.4% | -13.7% | -0.6% |
| 3Y | -12.9% | +89.3% | -102.2% | -42.8% |
| 5Y | -0.1% | +43.3% | -43.3% | -23.4% |
| 10Y | +550.4% | +130.6% | +419.8% | +273.7% |
| All | +550.4% | +130.8% | +419.6% | +273.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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