+34,131.0%
ODFL vs WY
+568.0%
+33,563.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | +0.2% | -2.1% | +2.2% | +0.9% |
| 30D | -13.4% | -10.5% | -2.9% | -10.0% |
| 3M | -24.2% | -4.9% | -19.3% | -23.0% |
| 6M | -3.3% | -4.9% | +1.6% | -1.8% |
| YTD | +19.8% | -1.7% | +21.4% | +20.0% |
| 1Y | +24.5% | -9.4% | +33.9% | +28.4% |
| 3Y | -9.6% | -22.3% | +12.7% | -2.1% |
| 5Y | +28.0% | -20.5% | +48.6% | +38.5% |
| 10Y | +735.3% | +4.9% | +730.3% | +667.8% |
| All | +34,131.0% | +568.0% | +33,563.0% | +18,794.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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