+251.0%
SPOT vs ODFL
+295.4%
-44.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.2% |
| 7D | -6.5% | -3.0% | -3.5% | -5.6% |
| 30D | +2.2% | -14.3% | +16.4% | +6.9% |
| 3M | +5.4% | -26.7% | +32.1% | +15.2% |
| 6M | -4.0% | -7.5% | +3.5% | -3.6% |
| YTD | -9.9% | +16.5% | -26.5% | -17.4% |
| 1Y | -27.3% | +23.5% | -50.8% | -35.2% |
| 3Y | +236.4% | -12.1% | +248.5% | +226.8% |
| 5Y | +112.6% | +28.9% | +83.7% | +71.1% |
| All | +251.0% | +295.4% | -44.4% | +90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling