+31,119.9%
ODFL vs SWK
+1,379.6%
+29,740.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -3.8% |
| 7D | -1.0% | +11.3% | -12.3% | -5.9% |
| 30D | -4.2% | +28.1% | -32.3% | -14.4% |
| 3M | -20.7% | +12.6% | -33.3% | -25.2% |
| 6M | -12.8% | +51.7% | -64.5% | -28.1% |
| YTD | +9.2% | +60.0% | -50.7% | -12.2% |
| 1Y | +21.9% | +72.7% | -50.8% | -5.1% |
| 3Y | -11.5% | +46.3% | -57.8% | -28.5% |
| 5Y | +0.3% | -24.6% | +25.0% | +3.7% |
| 10Y | +631.8% | +32.2% | +599.6% | +458.0% |
| All | +31,119.9% | +1,379.6% | +29,740.4% | +10,864.7% |
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