+267.4%
RTX vs ODFL
+559.8%
-292.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +4.8% | +5.8% | -1.1% | +3.2% |
| 30D | +6.5% | -5.3% | +11.8% | +7.9% |
| 3M | -9.6% | -19.0% | +9.3% | -4.7% |
| 6M | +12.3% | -7.5% | +19.8% | +13.4% |
| YTD | +9.5% | +11.8% | -2.3% | +3.3% |
| 1Y | +15.8% | +29.7% | -13.8% | +4.2% |
| 3Y | +157.0% | -9.1% | +166.1% | +145.7% |
| 5Y | +148.8% | +0.2% | +148.6% | +118.4% |
| All | +267.4% | +559.8% | -292.4% | +51.8% |
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 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