+27.1%
ODFL vs WCC
+211.6%
-184.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.5% | +0.4% |
| 7D | -2.8% | +1.7% | -4.5% | -3.4% |
| 30D | -13.7% | -6.1% | -7.6% | -11.8% |
| 3M | -23.4% | +3.1% | -26.4% | -25.2% |
| 6M | -7.2% | +28.2% | -35.4% | -17.5% |
| YTD | +15.6% | +41.1% | -25.5% | -1.0% |
| 1Y | +24.2% | +61.3% | -37.1% | +0.2% |
| 3Y | -12.8% | +123.6% | -136.4% | -41.3% |
| 5Y | +27.1% | +214.8% | -187.7% | -29.0% |
| All | +27.1% | +211.6% | -184.5% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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