+37,275.1%
ODFL vs RY
+11,121.0%
+26,154.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.7% |
| 7D | -4.4% | -0.9% | -3.5% | -4.0% |
| 30D | -6.1% | +5.9% | -11.9% | -8.7% |
| 3M | -21.9% | -4.3% | -17.6% | -20.2% |
| 6M | -17.6% | +12.1% | -29.7% | -22.4% |
| YTD | +5.6% | +20.3% | -14.6% | -3.9% |
| 1Y | +20.5% | +41.0% | -20.5% | +1.4% |
| 3Y | -14.8% | +157.5% | -172.3% | -47.0% |
| 5Y | -3.0% | +123.2% | -126.2% | -35.2% |
| 10Y | +607.6% | +365.7% | +242.0% | +232.0% |
| All | +37,275.1% | +11,121.0% | +26,154.1% | +8,305.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling