-70.8%
OPEN vs ODFL
+133.7%
-204.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.3% | -6.3% | +2.0% | +0.8% |
| 30D | -16.2% | -13.6% | -2.6% | -6.0% |
| 3M | -36.4% | -24.2% | -12.2% | -21.7% |
| 6M | -35.5% | -13.8% | -21.7% | -30.1% |
| YTD | -46.0% | +19.0% | -65.0% | -56.4% |
| 1Y | -47.1% | +25.7% | -72.8% | -59.8% |
| 3Y | -19.0% | -13.1% | -5.9% | -19.2% |
| 5Y | -83.6% | +26.7% | -110.2% | -88.3% |
| All | -70.8% | +133.7% | -204.6% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling