+27.3%
ODFL vs KEEL
-34.6%
+61.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -0.7% |
| 7D | -3.3% | +2.9% | -6.2% | -3.5% |
| 30D | -15.3% | +0.8% | -16.1% | -15.6% |
| 3M | -27.3% | -35.3% | +8.0% | -25.7% |
| 6M | -4.5% | +59.4% | -63.9% | -10.5% |
| YTD | +15.1% | +51.9% | -36.8% | +7.4% |
| 1Y | +21.1% | +75.0% | -53.9% | +8.1% |
| 3Y | -14.1% | +224.5% | -238.6% | -34.2% |
| All | +27.3% | -34.6% | +61.9% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 5y: compounded portfolio wealth divided by compounded KEEL 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…
5y analysis · Full analysis span regression · 6 months rolling