+31.0%
SWKS vs ODFL
+732.4%
-701.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.5% |
| 7D | +11.8% | +0.2% | +11.7% | +11.8% |
| 30D | +6.7% | -13.4% | +20.2% | +14.8% |
| 3M | 0.0% | -24.2% | +24.2% | +14.7% |
| 6M | +38.7% | -3.3% | +42.0% | +38.4% |
| YTD | +21.4% | +19.8% | +1.6% | +6.7% |
| 1Y | +2.9% | +24.5% | -21.6% | -12.1% |
| 3Y | -16.4% | -9.6% | -6.8% | -19.3% |
| 5Y | -51.2% | +28.0% | -79.2% | -63.7% |
| 10Y | +31.0% | +735.3% | -704.2% | -66.5% |
| All | +31.0% | +732.4% | -701.4% | -66.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling