-16.5%
SOUN vs ODFL
+32.0%
-48.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -7.1% | -3.3% | -3.9% | -5.6% |
| 30D | -15.4% | -15.3% | -0.1% | -8.3% |
| 3M | -10.6% | -27.3% | +16.7% | +3.8% |
| 6M | -19.6% | -4.5% | -15.1% | -19.8% |
| YTD | -37.2% | +15.1% | -52.4% | -44.2% |
| 1Y | -57.1% | +21.1% | -78.2% | -63.1% |
| 3Y | +178.2% | -14.1% | +192.3% | +175.3% |
| All | -16.5% | +32.0% | -48.5% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling