+746.5%
ODFL vs RCAT
-98.5%
+845.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.5% | +3.8% | -2.7% |
| 7D | -3.0% | -2.3% | -0.7% | -3.0% |
| 30D | -14.3% | -18.7% | +4.4% | -14.2% |
| 3M | -26.7% | -29.3% | +2.5% | -26.6% |
| 6M | -7.5% | -42.3% | +34.8% | -7.3% |
| YTD | +16.5% | +2.5% | +14.0% | +16.3% |
| 1Y | +23.5% | -5.7% | +29.2% | +23.2% |
| 3Y | -12.1% | +764.9% | -777.0% | -13.3% |
| 5Y | +28.9% | +182.3% | -153.4% | +27.3% |
| 10Y | +746.5% | -98.5% | +845.0% | +703.6% |
| All | +746.5% | -98.5% | +845.0% | +703.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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