+30,087.6%
ODFL vs SWK
+1,374.2%
+28,713.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.2% |
| 7D | -4.4% | +11.0% | -15.5% | -9.0% |
| 30D | -6.1% | +30.1% | -36.1% | -16.6% |
| 3M | -21.9% | +14.7% | -36.5% | -26.9% |
| 6M | -17.6% | +44.5% | -62.1% | -30.6% |
| YTD | +5.6% | +59.4% | -53.8% | -15.0% |
| 1Y | +20.5% | +77.5% | -57.0% | -7.3% |
| 3Y | -14.8% | +49.5% | -64.3% | -31.8% |
| 5Y | -3.0% | -24.9% | +21.9% | +0.5% |
| 10Y | +607.6% | +31.8% | +575.9% | +440.5% |
| All | +30,087.6% | +1,374.2% | +28,713.4% | +10,519.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling