+719.8%
ODFL vs XHB
+215.4%
+504.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.6% |
| 7D | -3.3% | -4.6% | +1.4% | 0.0% |
| 30D | -15.3% | -9.1% | -6.2% | -9.4% |
| 3M | -27.3% | -8.6% | -18.8% | -23.1% |
| 6M | -4.5% | -4.0% | -0.5% | -2.5% |
| YTD | +15.1% | -3.9% | +19.1% | +17.8% |
| 1Y | +21.1% | -16.5% | +37.6% | +36.6% |
| 3Y | -14.1% | +22.6% | -36.7% | -26.8% |
| 5Y | +26.6% | +33.9% | -7.4% | +0.5% |
| All | +719.8% | +215.4% | +504.4% | +277.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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