+44.6%
SMCI vs ODFL
-13.7%
+58.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.5% |
| 7D | +1.3% | -3.3% | +4.6% | +2.8% |
| 30D | +6.6% | -15.3% | +21.9% | +14.7% |
| 3M | +25.4% | -27.3% | +52.8% | +44.0% |
| 6M | +26.1% | -4.5% | +30.6% | +30.3% |
| YTD | +37.0% | +15.1% | +21.9% | +32.6% |
| 1Y | -8.8% | +21.1% | -29.8% | -13.6% |
| 3Y | +44.6% | -14.1% | +58.7% | +51.2% |
| All | +44.6% | -13.7% | +58.3% | +51.2% |
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