+33,922.3%
ODFL vs SWK
+1,138.9%
+32,783.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -6.3% | -0.4% | -5.8% | -6.1% |
| 30D | -13.6% | -5.7% | -7.9% | -11.4% |
| 3M | -24.2% | +24.1% | -48.2% | -31.3% |
| 6M | -13.8% | +24.7% | -38.5% | -22.3% |
| YTD | +19.0% | +33.9% | -14.9% | +4.0% |
| 1Y | +25.7% | +34.7% | -9.0% | +9.2% |
| 3Y | -13.1% | +15.3% | -28.4% | -21.9% |
| 5Y | +26.7% | -39.3% | +65.9% | +44.3% |
| 10Y | +721.5% | +2.5% | +719.0% | +602.5% |
| All | +33,922.3% | +1,138.9% | +32,783.5% | +12,889.7% |
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