-75.3%
PCG vs ODFL
+716.5%
-791.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -3.6% |
| 7D | +6.5% | -3.0% | +9.5% | +7.2% |
| 30D | -16.7% | -14.3% | -2.5% | -13.9% |
| 3M | -14.2% | -26.7% | +12.6% | -8.1% |
| 6M | -21.5% | -7.5% | -14.0% | -20.9% |
| YTD | -11.2% | +16.5% | -27.7% | -15.9% |
| 1Y | -4.2% | +23.5% | -27.7% | -10.9% |
| 3Y | -14.9% | -12.1% | -2.8% | -16.7% |
| 5Y | +54.2% | +28.9% | +25.3% | +28.6% |
| 10Y | -75.3% | +746.5% | -821.8% | -85.4% |
| All | -75.3% | +716.5% | -791.9% | -85.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling