+27.1%
ODFL vs WWD
+187.1%
-160.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | -2.8% | -2.9% | +0.1% | -1.7% |
| 30D | -13.7% | -6.6% | -7.1% | -11.5% |
| 3M | -23.4% | -9.3% | -14.0% | -21.2% |
| 6M | -7.2% | -13.6% | +6.5% | -3.2% |
| YTD | +15.6% | +10.4% | +5.3% | +9.1% |
| 1Y | +24.2% | +39.9% | -15.7% | +5.5% |
| 3Y | -12.8% | +165.0% | -177.8% | -47.0% |
| 5Y | +27.1% | +183.8% | -156.7% | -31.3% |
| All | +27.1% | +187.1% | -160.0% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling