+0.6%
SWKS vs ODFL
-14.3%
+15.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.5% | +2.4% |
| 7D | -6.2% | -4.4% | -1.7% | -4.7% |
| 30D | -1.5% | -6.1% | +4.6% | +0.3% |
| 3M | +23.0% | -21.9% | +44.8% | +34.3% |
| 6M | +27.6% | -17.6% | +45.2% | +35.9% |
| YTD | +32.3% | +5.6% | +26.7% | +24.3% |
| 1Y | +20.1% | +20.5% | -0.4% | +6.1% |
| 3Y | +0.6% | -14.8% | +15.5% | -3.7% |
| All | +0.6% | -14.3% | +15.0% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling