+3,036.0%
ODFL vs LPLA
+1,275.5%
+1,760.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.4% |
| 7D | +0.2% | -2.1% | +2.2% | +0.8% |
| 30D | -13.4% | -3.3% | -10.1% | -12.5% |
| 3M | -24.2% | +23.5% | -47.7% | -29.4% |
| 6M | -3.3% | +12.0% | -15.3% | -7.6% |
| YTD | +19.8% | -1.7% | +21.4% | +18.9% |
| 1Y | +24.5% | +3.2% | +21.3% | +21.3% |
| 3Y | -9.6% | +46.2% | -55.8% | -22.9% |
| 5Y | +28.0% | +144.9% | -116.9% | -10.3% |
| 10Y | +735.3% | +1,195.1% | -459.8% | +230.5% |
| All | +3,036.0% | +1,275.5% | +1,760.5% | +901.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling