+32.4%
SWKS vs ODFL
+615.5%
-583.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -1.0% |
| 7D | -2.7% | -3.0% | +0.3% | -1.4% |
| 30D | +8.5% | -6.1% | +14.6% | +11.4% |
| 3M | +17.3% | -20.9% | +38.2% | +30.8% |
| 6M | +25.1% | -13.6% | +38.7% | +32.5% |
| YTD | +33.3% | +9.4% | +23.9% | +21.7% |
| 1Y | +22.9% | +22.9% | 0.0% | +4.9% |
| 3Y | +5.5% | -9.8% | +15.3% | +0.8% |
| 5Y | -41.9% | -0.4% | -41.5% | -50.3% |
| 10Y | +32.4% | +592.4% | -560.0% | -52.7% |
| All | +32.4% | +615.5% | -583.1% | -52.7% |
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