+546.0%
ODFL vs RRC
+73.1%
+473.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | +5.8% | +6.4% | -0.6% | +5.2% |
| 30D | -5.3% | +23.9% | -29.2% | -7.4% |
| 3M | -19.0% | +30.2% | -49.1% | -21.2% |
| 6M | -7.5% | +26.3% | -33.7% | -9.9% |
| YTD | +11.8% | +48.1% | -36.3% | +6.8% |
| 1Y | +29.7% | +37.7% | -8.0% | +24.8% |
| 3Y | -9.1% | +60.3% | -69.4% | -14.6% |
| 5Y | +0.2% | +135.3% | -135.1% | -10.4% |
| All | +546.0% | +73.1% | +473.0% | +442.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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