+50.5%
RSP vs ODFL
+25.9%
+24.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.2% |
| 7D | -1.8% | -3.0% | +1.2% | -1.0% |
| 30D | -2.5% | -14.3% | +11.7% | +1.5% |
| 3M | +3.0% | -26.7% | +29.7% | +11.6% |
| 6M | +8.9% | -7.5% | +16.4% | +10.1% |
| YTD | +13.0% | +16.5% | -3.6% | +6.3% |
| 1Y | +16.2% | +23.5% | -7.3% | +7.2% |
| 3Y | +52.7% | -12.1% | +64.8% | +50.3% |
| 5Y | +50.5% | +28.9% | +21.5% | +23.8% |
| All | +50.5% | +25.9% | +24.5% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling