+25.7%
ODFL vs WEC
+1.8%
+23.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | -6.3% | -0.3% | -6.0% | -6.2% |
| 30D | -13.6% | -1.3% | -12.3% | -13.4% |
| 3M | -24.2% | -3.9% | -20.3% | -23.5% |
| 6M | -13.8% | -8.3% | -5.5% | -11.9% |
| YTD | +19.0% | +3.1% | +16.0% | +22.7% |
| 1Y | +25.7% | +1.9% | +23.7% | +29.7% |
| All | +25.7% | +1.8% | +23.9% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling