-13.7%
ODFL vs SPXU
-79.4%
+65.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -0.1% |
| 7D | -2.8% | +6.4% | -9.2% | -0.5% |
| 30D | -13.7% | +5.9% | -19.6% | -11.6% |
| 3M | -23.4% | -11.7% | -11.7% | -26.4% |
| 6M | -7.2% | -28.7% | +21.5% | -16.9% |
| YTD | +15.6% | -26.4% | +42.0% | +5.6% |
| 1Y | +24.2% | -35.2% | +59.4% | +8.7% |
| All | -13.7% | -79.4% | +65.7% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling