+28.9%
ODFL vs USFD
+197.4%
-168.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.5% | +2.8% | -0.6% |
| 7D | -3.0% | -7.0% | +4.0% | -0.2% |
| 30D | -14.3% | -10.3% | -4.0% | -10.6% |
| 3M | -26.7% | +9.2% | -35.9% | -29.8% |
| 6M | -7.5% | +7.4% | -14.9% | -11.0% |
| YTD | +16.5% | +29.4% | -12.8% | +2.1% |
| 1Y | +23.5% | +24.8% | -1.3% | +9.4% |
| 3Y | -12.1% | +150.0% | -162.1% | -44.2% |
| 5Y | +28.9% | +195.5% | -166.6% | -25.2% |
| All | +28.9% | +197.4% | -168.5% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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