+719.8%
ODFL vs TRI
+196.2%
+523.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | -3.3% | -7.9% | +4.6% | -0.8% |
| 30D | -15.3% | -4.5% | -10.8% | -14.4% |
| 3M | -27.3% | +22.1% | -49.4% | -33.2% |
| 6M | -4.5% | -2.8% | -1.7% | -5.8% |
| YTD | +15.1% | -23.4% | +38.6% | +24.4% |
| 1Y | +21.1% | -41.5% | +62.6% | +48.3% |
| 3Y | -14.1% | -19.2% | +5.1% | -15.6% |
| 5Y | +26.6% | -9.4% | +36.0% | +14.6% |
| All | +719.8% | +196.2% | +523.6% | +366.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling