+746.5%
ODFL vs PTC
+196.2%
+550.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.6% | -1.4% |
| 7D | -3.0% | -13.6% | +10.6% | +2.7% |
| 30D | -14.3% | -14.7% | +0.4% | -8.9% |
| 3M | -26.7% | -5.9% | -20.8% | -26.3% |
| 6M | -7.5% | -21.1% | +13.7% | -0.2% |
| YTD | +16.5% | -26.0% | +42.6% | +28.9% |
| 1Y | +23.5% | -36.8% | +60.4% | +46.3% |
| 3Y | -12.1% | -10.3% | -1.8% | -12.1% |
| 5Y | +28.9% | +1.2% | +27.7% | +20.3% |
| 10Y | +746.5% | +198.3% | +548.2% | +395.2% |
| All | +746.5% | +196.2% | +550.3% | +395.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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