+25.7%
ODFL vs SPXU
-40.4%
+66.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.5% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -13.6% | +0.8% | -14.4% | -13.2% |
| 3M | -24.2% | -4.7% | -19.5% | -24.6% |
| 6M | -13.8% | -29.6% | +15.8% | -22.1% |
| YTD | +19.0% | -29.9% | +48.9% | +8.0% |
| 1Y | +25.7% | -39.1% | +64.8% | +12.8% |
| All | +25.7% | -40.4% | +66.0% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling