+723.3%
ODFL vs LPLA
+1,226.8%
-503.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -2.8% | -3.7% | +0.9% | -1.7% |
| 30D | -13.7% | -6.4% | -7.3% | -11.8% |
| 3M | -23.4% | +20.2% | -43.5% | -28.1% |
| 6M | -7.2% | +12.8% | -20.0% | -11.6% |
| YTD | +15.6% | -2.5% | +18.1% | +15.1% |
| 1Y | +24.2% | +1.9% | +22.2% | +21.4% |
| 3Y | -12.8% | +45.0% | -57.7% | -25.8% |
| 5Y | +27.1% | +146.6% | -119.5% | -12.6% |
| All | +723.3% | +1,226.8% | -503.5% | +234.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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