+723.3%
ODFL vs UEC
+939.6%
-216.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.3% |
| 7D | -2.8% | -4.3% | +1.5% | -2.4% |
| 30D | -13.7% | -3.8% | -9.8% | -13.5% |
| 3M | -23.4% | +17.0% | -40.3% | -25.0% |
| 6M | -7.2% | -23.9% | +16.7% | -6.0% |
| YTD | +15.6% | -5.7% | +21.3% | +13.8% |
| 1Y | +24.2% | -12.5% | +36.7% | +21.7% |
| 3Y | -12.8% | +136.5% | -149.2% | -26.5% |
| 5Y | +27.1% | +243.3% | -216.2% | -2.8% |
| All | +723.3% | +939.6% | -216.3% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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