+735.3%
ODFL vs LII
+167.7%
+567.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.3% |
| 7D | +0.2% | +2.1% | -1.9% | -1.0% |
| 30D | -13.4% | -12.4% | -1.0% | -7.7% |
| 3M | -24.2% | -24.8% | +0.6% | -14.5% |
| 6M | -3.3% | -25.2% | +21.9% | +8.4% |
| YTD | +19.8% | -20.3% | +40.0% | +29.9% |
| 1Y | +24.5% | -32.9% | +57.5% | +47.5% |
| 3Y | -9.6% | +2.0% | -11.7% | -16.2% |
| 5Y | +28.0% | +24.4% | +3.6% | +3.4% |
| 10Y | +735.3% | +167.2% | +568.0% | +386.9% |
| All | +735.3% | +167.7% | +567.5% | +386.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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