-12.6%
ODFL vs RACE
+40.8%
-53.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.5% |
| 7D | -6.3% | -2.5% | -3.8% | -5.7% |
| 30D | -13.6% | +0.8% | -14.4% | -13.7% |
| 3M | -24.2% | +17.2% | -41.3% | -27.1% |
| 6M | -13.8% | +13.6% | -27.4% | -16.8% |
| YTD | +19.0% | +12.2% | +6.8% | +14.8% |
| 1Y | +25.7% | -16.3% | +41.9% | +28.3% |
| All | -12.6% | +40.8% | -53.4% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling