+157.1%
SPMO vs ODFL
-13.7%
+170.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.9% | -3.3% | +2.3% | -0.3% |
| 30D | -1.9% | -15.3% | +13.4% | +1.4% |
| 3M | -1.4% | -27.3% | +26.0% | +5.1% |
| 6M | +25.5% | -4.5% | +30.0% | +25.8% |
| YTD | +24.8% | +15.1% | +9.7% | +19.1% |
| 1Y | +24.5% | +21.1% | +3.4% | +17.1% |
| 3Y | +157.1% | -14.1% | +171.2% | +155.0% |
| All | +157.1% | -13.7% | +170.9% | +155.0% |
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 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