+4,407.8%
ODFL vs WU
-21.6%
+4,429.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.6% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | -13.4% | -1.1% | -12.3% | -13.1% |
| 3M | -24.2% | -1.8% | -22.4% | -24.8% |
| 6M | -3.3% | -23.9% | +20.6% | +5.9% |
| YTD | +19.8% | -20.4% | +40.2% | +28.6% |
| 1Y | +24.5% | -10.6% | +35.1% | +26.4% |
| 3Y | -9.6% | -27.7% | +18.1% | -1.8% |
| 5Y | +28.0% | -51.1% | +79.2% | +59.6% |
| 10Y | +735.3% | -40.7% | +776.0% | +814.6% |
| All | +4,407.8% | -21.6% | +4,429.4% | +4,088.9% |
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