+183.3%
SW vs ODFL
+615.5%
-432.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -0.8% |
| 7D | +1.8% | -3.0% | +4.9% | +2.6% |
| 30D | +7.0% | -6.1% | +13.1% | +8.8% |
| 3M | -7.6% | -20.9% | +13.3% | -1.7% |
| 6M | +8.5% | -13.6% | +22.1% | +12.7% |
| YTD | +17.7% | +9.4% | +8.2% | +14.8% |
| 1Y | +27.1% | +22.9% | +4.2% | +20.4% |
| 3Y | +48.2% | -9.8% | +58.0% | +47.6% |
| 5Y | -2.3% | -0.4% | -2.0% | -7.7% |
| 10Y | +183.3% | +592.4% | -409.1% | +91.0% |
| All | +183.3% | +615.5% | -432.2% | +91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling