+546.0%
ODFL vs WAB
+266.7%
+279.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +5.8% | +5.1% | +0.8% | +3.5% |
| 30D | -5.3% | +4.0% | -9.3% | -7.2% |
| 3M | -19.0% | +0.1% | -19.1% | -19.2% |
| 6M | -7.5% | +12.8% | -20.3% | -13.1% |
| YTD | +11.8% | +40.1% | -28.3% | -4.5% |
| 1Y | +29.7% | +46.4% | -16.7% | +8.8% |
| 3Y | -9.1% | +167.4% | -176.5% | -41.4% |
| 5Y | +0.2% | +215.0% | -214.8% | -39.7% |
| All | +546.0% | +266.7% | +279.4% | +237.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling