-84.2%
OPEN vs ODFL
+25.9%
-110.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | 0.0% |
| 7D | -2.9% | -3.0% | +0.1% | -0.4% |
| 30D | -13.8% | -14.3% | +0.5% | -2.2% |
| 3M | -30.9% | -26.7% | -4.1% | -11.6% |
| 6M | -40.9% | -7.5% | -33.5% | -39.6% |
| YTD | -48.5% | +16.5% | -65.1% | -58.4% |
| 1Y | -50.9% | +23.5% | -74.4% | -62.9% |
| 3Y | -20.6% | -12.1% | -8.6% | -23.1% |
| 5Y | -84.2% | +28.9% | -113.1% | -89.2% |
| All | -84.2% | +25.9% | -110.1% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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