+746.5%
ODFL vs RBA
+189.2%
+557.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | -3.0% | -1.9% | -1.1% | -2.4% |
| 30D | -14.3% | -13.0% | -1.3% | -10.0% |
| 3M | -26.7% | -23.1% | -3.6% | -20.2% |
| 6M | -7.5% | -22.6% | +15.1% | +0.5% |
| YTD | +16.5% | -20.4% | +36.9% | +25.1% |
| 1Y | +23.5% | -29.6% | +53.1% | +38.2% |
| 3Y | -12.1% | +26.6% | -38.6% | -21.0% |
| 5Y | +28.9% | +38.2% | -9.3% | +9.4% |
| 10Y | +746.5% | +194.7% | +551.7% | +424.9% |
| All | +746.5% | +189.2% | +557.3% | +424.9% |
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