+735.3%
ODFL vs RACE
+793.3%
-58.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | +0.2% | -1.0% | +1.2% | +0.6% |
| 30D | -13.4% | -1.5% | -11.9% | -12.9% |
| 3M | -24.2% | +15.5% | -39.6% | -28.9% |
| 6M | -3.3% | +17.3% | -20.6% | -10.4% |
| YTD | +19.8% | +11.1% | +8.7% | +13.0% |
| 1Y | +24.5% | -14.3% | +38.8% | +30.0% |
| 3Y | -9.6% | +40.2% | -49.8% | -28.1% |
| 5Y | +28.0% | +92.6% | -64.5% | -13.5% |
| 10Y | +735.3% | +786.6% | -51.3% | +234.3% |
| All | +735.3% | +793.3% | -58.0% | +234.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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