+26.3%
ODFL vs SWK
-38.7%
+65.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -6.3% | -0.4% | -5.8% | -6.1% |
| 30D | -13.6% | -5.7% | -7.9% | -11.2% |
| 3M | -24.2% | +24.1% | -48.2% | -32.2% |
| 6M | -13.8% | +24.7% | -38.5% | -23.3% |
| YTD | +19.0% | +33.9% | -14.9% | +2.3% |
| 1Y | +25.7% | +34.7% | -9.0% | +7.3% |
| 3Y | -13.1% | +15.3% | -28.4% | -24.1% |
| All | +26.3% | -38.7% | +65.0% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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