+719.8%
ODFL vs MKC
+29.9%
+690.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.6% |
| 7D | -3.3% | -1.5% | -1.8% | -2.8% |
| 30D | -15.3% | -3.1% | -12.2% | -14.5% |
| 3M | -27.3% | +5.2% | -32.5% | -28.7% |
| 6M | -4.5% | -12.8% | +8.3% | -0.7% |
| YTD | +15.1% | -23.3% | +38.4% | +24.3% |
| 1Y | +21.1% | -24.1% | +45.2% | +30.9% |
| 3Y | -14.1% | -32.1% | +18.0% | -4.7% |
| 5Y | +26.6% | -32.8% | +59.4% | +39.6% |
| All | +719.8% | +29.9% | +690.0% | +686.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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