+546.0%
ODFL vs IBB
+126.8%
+419.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +5.8% | -0.5% | +6.4% | +6.2% |
| 30D | -5.3% | +4.6% | -9.9% | -8.1% |
| 3M | -19.0% | +6.8% | -25.8% | -22.9% |
| 6M | -7.5% | +23.1% | -30.6% | -19.9% |
| YTD | +11.8% | +26.0% | -14.2% | -4.9% |
| 1Y | +29.7% | +30.4% | -0.7% | +8.0% |
| 3Y | -9.1% | +85.4% | -94.6% | -39.6% |
| 5Y | +0.2% | +39.7% | -39.5% | -22.1% |
| All | +546.0% | +126.8% | +419.3% | +271.6% |
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