+26.3%
ODFL vs LBRT
+115.1%
-88.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | -6.3% | +8.7% | -15.0% | -7.4% |
| 30D | -13.6% | +6.6% | -20.2% | -14.5% |
| 3M | -24.2% | -34.5% | +10.3% | -20.1% |
| 6M | -13.8% | -24.5% | +10.7% | -11.8% |
| YTD | +19.0% | +12.7% | +6.3% | +13.0% |
| 1Y | +25.7% | +94.8% | -69.2% | +6.3% |
| 3Y | -13.1% | +31.9% | -45.0% | -23.5% |
| All | +26.3% | +115.1% | -88.8% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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