+34,331.5%
ODFL vs WCC
+1,563.0%
+32,768.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.3% | +2.1% |
| 7D | +5.8% | +9.9% | -4.1% | +3.1% |
| 30D | -5.3% | -8.4% | +3.1% | -3.7% |
| 3M | -19.0% | -10.3% | -8.6% | -17.4% |
| 6M | -7.5% | -10.5% | +3.0% | -6.5% |
| YTD | +11.8% | +32.2% | -20.4% | +1.2% |
| 1Y | +29.7% | +25.5% | +4.1% | +19.0% |
| 3Y | -9.1% | +134.7% | -143.8% | -31.8% |
| 5Y | +0.2% | +139.9% | -139.7% | -27.2% |
| 10Y | +566.3% | +433.5% | +132.8% | +262.7% |
| All | +34,331.5% | +1,563.0% | +32,768.5% | +15,125.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling