+18.9%
SWKS vs ODFL
+32.0%
-13.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.1% |
| 7D | -4.9% | +3.5% | -8.4% | -5.8% |
| 30D | -1.2% | 0.0% | -1.2% | -1.5% |
| 3M | +24.2% | -18.1% | +42.2% | +31.1% |
| 6M | +21.5% | -6.4% | +27.9% | +23.7% |
| YTD | +33.5% | +14.9% | +18.6% | +20.3% |
| 1Y | +18.9% | +27.7% | -8.8% | +1.8% |
| All | +18.9% | +32.0% | -13.1% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling