+233.5%
SPOT vs ODFL
-13.7%
+247.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.1% | -3.3% | +0.2% | -2.7% |
| 30D | +7.4% | -15.3% | +22.7% | +9.4% |
| 3M | +8.2% | -27.3% | +35.5% | +12.3% |
| 6M | +2.2% | -4.5% | +6.7% | +1.4% |
| YTD | -9.5% | +15.1% | -24.6% | -13.6% |
| 1Y | -23.8% | +21.1% | -44.9% | -28.1% |
| 3Y | +233.5% | -14.1% | +247.6% | +248.1% |
| All | +233.5% | -13.7% | +247.2% | +248.1% |
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 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