+96.9%
PSX vs ODFL
+32.0%
+64.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.6% |
| 7D | -5.2% | +3.5% | -8.7% | -5.3% |
| 30D | -3.7% | 0.0% | -3.8% | -3.8% |
| 3M | +26.8% | -18.1% | +44.8% | +28.1% |
| 6M | +47.3% | -6.4% | +53.7% | +47.8% |
| YTD | +105.4% | +14.9% | +90.5% | +91.1% |
| 1Y | +96.9% | +27.7% | +69.2% | +78.2% |
| All | +96.9% | +32.0% | +64.9% | +78.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling