+4,462.4%
ODFL vs UEC
+78.8%
+4,383.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +0.3% |
| 7D | +0.2% | +2.6% | -2.4% | -0.1% |
| 30D | -13.4% | +5.6% | -19.0% | -14.0% |
| 3M | -24.2% | -5.7% | -18.5% | -24.3% |
| 6M | -3.3% | -8.0% | +4.7% | -4.0% |
| YTD | +19.8% | +1.8% | +18.0% | +17.2% |
| 1Y | +24.5% | +0.6% | +23.9% | +20.6% |
| 3Y | -9.6% | +155.2% | -164.8% | -22.9% |
| 5Y | +28.0% | +305.8% | -277.8% | -0.9% |
| 10Y | +735.3% | +943.0% | -207.7% | +426.4% |
| All | +4,462.4% | +78.8% | +4,383.6% | +2,125.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling