+92.0%
ODFL vs LCID
-96.8%
+188.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -11.3% | +12.0% | +1.6% |
| 7D | +0.6% | +9.2% | -8.6% | -0.2% |
| 30D | -6.3% | -3.0% | -3.3% | -6.4% |
| 3M | -19.1% | -50.2% | +31.1% | -15.0% |
| 6M | -9.9% | -45.8% | +35.9% | -7.2% |
| YTD | +9.9% | -69.2% | +79.1% | +17.8% |
| 1Y | +24.4% | -80.4% | +104.8% | +38.2% |
| 3Y | -11.0% | -91.4% | +80.4% | +1.1% |
| 5Y | -1.4% | -99.3% | +97.8% | +26.0% |
| All | +92.0% | -96.8% | +188.8% | +147.2% |
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