+28.9%
ODFL vs ONTO
+268.0%
-239.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.5% |
| 7D | -3.0% | +9.4% | -12.4% | -5.0% |
| 30D | -14.3% | -4.4% | -9.8% | -13.8% |
| 3M | -26.7% | +1.6% | -28.3% | -29.3% |
| 6M | -7.5% | +45.3% | -52.7% | -19.4% |
| YTD | +16.5% | +76.4% | -59.8% | -4.2% |
| 1Y | +23.5% | +167.2% | -143.6% | -10.0% |
| 3Y | -12.1% | +116.6% | -128.6% | -41.1% |
| 5Y | +28.9% | +263.7% | -234.8% | -34.3% |
| All | +28.9% | +268.0% | -239.0% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 5y: compounded portfolio wealth divided by compounded ONTO 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…
5y analysis · Full analysis span regression · 6 months rolling