+27.3%
ODFL vs ZBH
-28.6%
+55.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.9% |
| 7D | -3.3% | -4.7% | +1.4% | -1.5% |
| 30D | -15.3% | -4.5% | -10.8% | -13.9% |
| 3M | -27.3% | +7.6% | -34.9% | -29.7% |
| 6M | -4.5% | +0.3% | -4.8% | -5.5% |
| YTD | +15.1% | +4.5% | +10.6% | +11.7% |
| 1Y | +21.1% | -9.4% | +30.5% | +23.5% |
| 3Y | -14.1% | -21.5% | +7.4% | -7.8% |
| All | +27.3% | -28.6% | +55.9% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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