+27.3%
ODFL vs SPXU
-86.1%
+113.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.4% |
| 7D | -3.3% | +2.5% | -5.8% | -2.3% |
| 30D | -15.3% | +4.2% | -19.5% | -13.7% |
| 3M | -27.3% | -9.3% | -18.1% | -29.7% |
| 6M | -4.5% | -30.7% | +26.2% | -15.9% |
| YTD | +15.1% | -28.1% | +43.3% | +3.7% |
| 1Y | +21.1% | -35.2% | +56.3% | +5.4% |
| 3Y | -14.1% | -79.9% | +65.8% | -47.4% |
| All | +27.3% | -86.1% | +113.4% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling