+28.9%
ODFL vs LCID
-97.8%
+126.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.8% | +5.1% | -1.9% |
| 7D | -3.0% | -9.3% | +6.3% | -2.0% |
| 30D | -14.3% | -35.4% | +21.1% | -10.4% |
| 3M | -26.7% | -17.1% | -9.6% | -26.6% |
| 6M | -7.5% | -58.9% | +51.5% | -0.6% |
| YTD | +16.5% | -59.6% | +76.1% | +24.8% |
| 1Y | +23.5% | -78.0% | +101.5% | +40.8% |
| 3Y | -12.1% | -92.7% | +80.6% | +7.7% |
| 5Y | +28.9% | -97.8% | +126.8% | +70.0% |
| All | +28.9% | -97.8% | +126.7% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling