+41.9%
SHW vs ODFL
-9.1%
+51.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | +1.9% | +5.8% | -3.9% | +0.3% |
| 30D | +8.1% | -5.3% | +13.4% | +9.7% |
| 3M | -2.8% | -19.0% | +16.2% | +2.9% |
| 6M | +15.0% | -7.5% | +22.5% | +16.8% |
| YTD | +9.0% | +11.8% | -2.8% | +4.4% |
| 1Y | +4.5% | +29.7% | -25.2% | -4.1% |
| 3Y | +41.9% | -9.1% | +51.0% | +37.7% |
| All | +41.9% | -9.1% | +51.0% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling