+280.4%
SHW vs ODFL
+742.1%
-461.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.3% | +2.0% |
| 7D | -3.1% | -3.3% | +0.2% | -1.9% |
| 30D | -10.0% | -15.3% | +5.2% | -4.5% |
| 3M | +2.3% | -27.3% | +29.6% | +14.6% |
| 6M | +0.7% | -4.5% | +5.2% | +1.4% |
| YTD | +0.5% | +15.1% | -14.7% | -6.4% |
| 1Y | -11.5% | +21.1% | -32.6% | -19.6% |
| 3Y | +21.3% | -14.1% | +35.4% | +20.7% |
| 5Y | +12.5% | +26.6% | -14.1% | -8.2% |
| All | +280.4% | +742.1% | -461.7% | +54.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling