+546.0%
ODFL vs RGEN
+415.2%
+130.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +5.8% | -3.3% | +9.1% | +6.7% |
| 30D | -5.3% | -5.8% | +0.5% | -4.2% |
| 3M | -19.0% | +0.2% | -19.1% | -19.7% |
| 6M | -7.5% | +56.8% | -64.2% | -18.7% |
| YTD | +11.8% | +2.4% | +9.4% | +8.6% |
| 1Y | +29.7% | +11.4% | +18.2% | +23.3% |
| 3Y | -9.1% | +15.2% | -24.3% | -18.3% |
| 5Y | +0.2% | -35.1% | +35.3% | -1.9% |
| All | +546.0% | +415.2% | +130.9% | +277.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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