+550.8%
ODFL vs RBA
+209.3%
+341.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | -5.0% | +0.6% | -5.6% | -5.1% |
| 30D | -6.3% | +9.0% | -15.2% | -9.2% |
| 3M | -18.5% | +7.2% | -25.6% | -20.7% |
| 6M | -12.4% | -7.8% | -4.6% | -10.8% |
| YTD | +9.2% | -6.4% | +15.6% | +10.4% |
| 1Y | +23.0% | -4.2% | +27.1% | +23.3% |
| 3Y | -11.6% | +64.1% | -75.7% | -27.3% |
| 5Y | +0.1% | +48.4% | -48.3% | -17.0% |
| 10Y | +550.8% | +209.9% | +340.9% | +298.4% |
| All | +550.8% | +209.3% | +341.5% | +298.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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