+33,922.3%
ODFL vs UL
+2,169.3%
+31,753.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -6.3% | -1.3% | -4.9% | -5.9% |
| 30D | -13.6% | +0.5% | -14.1% | -13.8% |
| 3M | -24.2% | +17.6% | -41.8% | -28.2% |
| 6M | -13.8% | -5.4% | -8.4% | -12.7% |
| YTD | +19.0% | +0.7% | +18.3% | +18.1% |
| 1Y | +25.7% | -9.3% | +34.9% | +28.6% |
| 3Y | -13.1% | +24.5% | -37.7% | -20.5% |
| 5Y | +26.7% | +23.2% | +3.4% | +15.3% |
| 10Y | +721.5% | +64.5% | +657.0% | +567.1% |
| All | +33,922.3% | +2,169.3% | +31,753.0% | +10,711.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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