-0.4%
ODFL vs UEC
+21.1%
-21.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.7% | +1.9% |
| 7D | +5.8% | -3.8% | +9.6% | +6.2% |
| 30D | -5.3% | -13.5% | +8.2% | -4.2% |
| 3M | -19.0% | -40.5% | +21.5% | -15.2% |
| 6M | -7.5% | -56.7% | +49.2% | -1.0% |
| YTD | +11.8% | -43.0% | +54.8% | +14.9% |
| 1Y | +29.7% | -42.5% | +72.2% | +32.5% |
| 3Y | -9.1% | +11.6% | -20.7% | -19.1% |
| All | -0.4% | +21.1% | -21.5% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling