+331.2%
RCL vs ODFL
+745.7%
-414.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | -2.5% | -2.8% | +0.3% | -0.9% |
| 30D | -15.7% | -13.7% | -2.0% | -8.7% |
| 3M | -3.6% | -23.4% | +19.7% | +11.0% |
| 6M | -8.7% | -7.2% | -1.5% | -6.1% |
| YTD | -6.2% | +15.6% | -21.8% | -16.5% |
| 1Y | -22.9% | +24.2% | -47.0% | -34.7% |
| 3Y | +173.6% | -12.8% | +186.3% | +167.1% |
| 5Y | +226.6% | +27.1% | +199.4% | +130.1% |
| All | +331.2% | +745.7% | -414.5% | +47.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling