+735.3%
ODFL vs RY
+371.6%
+363.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.1% |
| 7D | +0.2% | +2.7% | -2.6% | -1.7% |
| 30D | -13.4% | -1.0% | -12.4% | -12.9% |
| 3M | -24.2% | +7.6% | -31.8% | -28.2% |
| 6M | -3.3% | +29.5% | -32.8% | -19.0% |
| YTD | +19.8% | +24.2% | -4.4% | +3.0% |
| 1Y | +24.5% | +46.4% | -21.9% | -4.1% |
| 3Y | -9.6% | +159.4% | -169.1% | -53.2% |
| 5Y | +28.0% | +141.8% | -113.8% | -30.6% |
| 10Y | +735.3% | +373.9% | +361.4% | +203.0% |
| All | +735.3% | +371.6% | +363.6% | +203.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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