-7.9%
SHW vs ODFL
+28.2%
-36.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | -3.2% | -6.3% | +3.0% | -1.5% |
| 30D | -9.5% | -13.6% | +4.1% | -5.8% |
| 3M | +11.5% | -24.2% | +35.6% | +20.3% |
| 6M | -3.5% | -13.8% | +10.2% | -0.8% |
| YTD | +3.7% | +19.0% | -15.3% | -2.7% |
| 1Y | -7.9% | +25.7% | -33.6% | -13.4% |
| All | -7.9% | +28.2% | -36.1% | -13.4% |
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 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