+546.0%
ODFL vs WEC
+197.9%
+348.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | +5.8% | +2.3% | +3.5% | +5.2% |
| 30D | -5.3% | +11.1% | -16.4% | -7.9% |
| 3M | -19.0% | +8.4% | -27.4% | -20.7% |
| 6M | -7.5% | +7.5% | -15.0% | -9.4% |
| YTD | +11.8% | +15.3% | -3.6% | +7.6% |
| 1Y | +29.7% | +9.7% | +19.9% | +26.3% |
| 3Y | -9.1% | +64.7% | -73.8% | -21.0% |
| 5Y | +0.2% | +57.3% | -57.0% | -11.7% |
| All | +546.0% | +197.9% | +348.1% | +519.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling