+34,131.0%
ODFL vs RIO
+5,951.3%
+28,179.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +0.2% | +1.9% | -1.8% | -0.4% |
| 30D | -13.4% | +5.0% | -18.4% | -14.7% |
| 3M | -24.2% | +5.1% | -29.3% | -25.4% |
| 6M | -3.3% | +17.6% | -20.9% | -8.2% |
| YTD | +19.8% | +36.3% | -16.5% | +8.9% |
| 1Y | +24.5% | +71.2% | -46.7% | +6.3% |
| 3Y | -9.6% | +102.7% | -112.3% | -26.9% |
| 5Y | +28.0% | +99.6% | -71.5% | +1.8% |
| 10Y | +735.3% | +603.1% | +132.1% | +361.7% |
| All | +34,131.0% | +5,951.3% | +28,179.7% | +15,033.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 all: compounded portfolio wealth divided by compounded RIO 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…
all analysis · Full analysis span regression · 6 months rolling