+0.8%
RDW vs ODFL
+82.5%
-81.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.9% |
| 7D | -0.4% | -2.1% | +1.8% | +0.9% |
| 30D | -22.8% | -13.6% | -9.1% | -15.9% |
| 3M | -30.6% | -25.9% | -4.8% | -18.4% |
| 6M | +9.4% | +0.9% | +8.5% | +8.7% |
| YTD | +38.0% | +16.5% | +21.5% | +24.6% |
| 1Y | +20.7% | +26.3% | -5.6% | +4.3% |
| 3Y | +154.6% | -9.0% | +163.6% | +152.4% |
| 5Y | -1.7% | +29.3% | -31.0% | -17.3% |
| All | +0.8% | +82.5% | -81.7% | -21.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling