-13.1%
ODFL vs UEC
+146.8%
-159.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.6% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -14.3% | +1.9% | -16.2% | -14.4% |
| 3M | -26.7% | +8.9% | -35.7% | -27.3% |
| 6M | -7.5% | -14.5% | +7.0% | -7.5% |
| YTD | +16.5% | -0.7% | +17.2% | +14.9% |
| 1Y | +23.5% | -4.1% | +27.6% | +20.9% |
| All | -13.1% | +146.8% | -159.9% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling