+3,898.0%
ODFL vs SPXU
-100.0%
+3,998.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +1.2% |
| 7D | +0.2% | -1.5% | +1.6% | -0.4% |
| 30D | -13.4% | +3.7% | -17.2% | -12.1% |
| 3M | -24.2% | -9.6% | -14.6% | -26.4% |
| 6M | -3.3% | -32.4% | +29.0% | -14.6% |
| YTD | +19.8% | -28.7% | +48.5% | +8.7% |
| 1Y | +24.5% | -38.2% | +62.7% | +8.0% |
| 3Y | -9.6% | -80.4% | +70.8% | -42.0% |
| 5Y | +28.0% | -86.0% | +114.1% | -12.8% |
| 10Y | +735.3% | -99.5% | +834.8% | +144.9% |
| All | +3,898.0% | -100.0% | +3,998.0% | +341.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling