+27,931.4%
ODFL vs LII
+2,734.1%
+25,197.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.4% | -2.5% |
| 7D | -4.4% | -0.6% | -3.8% | -4.2% |
| 30D | -6.1% | -4.6% | -1.5% | -4.4% |
| 3M | -21.9% | -21.2% | -0.6% | -14.2% |
| 6M | -17.6% | -36.4% | +18.9% | -2.9% |
| YTD | +5.6% | -28.9% | +34.6% | +18.5% |
| 1Y | +20.5% | -29.5% | +50.1% | +35.8% |
| 3Y | -14.8% | -8.6% | -6.2% | -14.6% |
| 5Y | -3.0% | +20.2% | -23.2% | -13.4% |
| 10Y | +607.6% | +166.2% | +441.4% | +356.2% |
| All | +27,931.4% | +2,734.1% | +25,197.2% | +7,772.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling