+4,107.2%
ODFL vs WU
-21.8%
+4,129.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.1% |
| 7D | +5.8% | -2.0% | +7.9% | +6.6% |
| 30D | -5.3% | +11.4% | -16.7% | -9.9% |
| 3M | -19.0% | -6.8% | -12.2% | -17.2% |
| 6M | -7.5% | -14.6% | +7.1% | -3.6% |
| YTD | +11.8% | -20.6% | +32.4% | +19.4% |
| 1Y | +29.7% | -15.4% | +45.0% | +34.8% |
| 3Y | -9.1% | -23.6% | +14.5% | -3.8% |
| 5Y | +0.2% | -43.4% | +43.6% | +17.0% |
| 10Y | +566.3% | -38.8% | +605.1% | +615.6% |
| All | +4,107.2% | -21.8% | +4,129.0% | +3,789.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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