+33,206.6%
ODFL vs TROW
+11,362.2%
+21,844.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.2% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | -14.3% | -5.3% | -9.0% | -12.6% |
| 3M | -26.7% | +2.9% | -29.7% | -27.7% |
| 6M | -7.5% | +22.2% | -29.7% | -14.0% |
| YTD | +16.5% | +8.1% | +8.5% | +12.8% |
| 1Y | +23.5% | +5.8% | +17.7% | +20.4% |
| 3Y | -12.1% | +14.0% | -26.1% | -16.7% |
| 5Y | +28.9% | -38.3% | +67.2% | +47.9% |
| 10Y | +746.5% | +131.7% | +614.8% | +533.6% |
| All | +33,206.6% | +11,362.2% | +21,844.5% | +12,289.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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