-9.1%
ODFL vs LPLA
+29.4%
-38.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.8% | -0.9% | +6.8% | +6.1% |
| 30D | -5.3% | -9.5% | +4.2% | -2.7% |
| 3M | -19.0% | -21.9% | +2.9% | -13.2% |
| 6M | -7.5% | -2.6% | -4.9% | -7.7% |
| YTD | +11.8% | -17.8% | +29.6% | +17.1% |
| 1Y | +29.7% | -21.2% | +50.8% | +37.6% |
| 3Y | -9.1% | +30.6% | -39.8% | -18.9% |
| All | -9.1% | +29.4% | -38.5% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling