+770.0%
ODFL vs IBB
+124.2%
+645.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.9% |
| 7D | +0.2% | -1.7% | +1.8% | +1.1% |
| 30D | -13.4% | +4.9% | -18.3% | -16.3% |
| 3M | -24.2% | +24.2% | -48.4% | -34.2% |
| 6M | -3.3% | +23.8% | -27.2% | -16.2% |
| YTD | +19.8% | +23.0% | -3.2% | +4.2% |
| 1Y | +24.5% | +46.2% | -21.6% | -2.8% |
| 3Y | -9.6% | +64.8% | -74.5% | -34.7% |
| 5Y | +28.0% | +20.9% | +7.1% | +8.7% |
| All | +770.0% | +124.2% | +645.7% | +421.4% |
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