+95.2%
ODFL vs LCID
-97.1%
+192.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.2% | +10.9% | +2.4% |
| 7D | +5.8% | -10.2% | +16.0% | +6.6% |
| 30D | -5.3% | -10.2% | +4.9% | -4.9% |
| 3M | -19.0% | -54.1% | +35.1% | -14.3% |
| 6M | -7.5% | -53.8% | +46.3% | -3.5% |
| YTD | +11.8% | -72.0% | +83.8% | +20.7% |
| 1Y | +29.7% | -80.5% | +110.2% | +44.0% |
| 3Y | -9.1% | -92.6% | +83.4% | +4.4% |
| 5Y | +0.2% | -99.3% | +99.6% | +29.0% |
| All | +95.2% | -97.1% | +192.3% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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