+11.5%
SWKS vs ODFL
-9.1%
+20.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | +9.4% | +5.8% | +3.6% | +7.2% |
| 30D | +17.0% | -5.3% | +22.3% | +18.9% |
| 3M | +28.9% | -19.0% | +47.9% | +38.9% |
| 6M | +33.1% | -7.5% | +40.6% | +35.7% |
| YTD | +44.8% | +11.8% | +33.0% | +33.3% |
| 1Y | +36.2% | +29.7% | +6.6% | +17.1% |
| 3Y | +11.5% | -9.1% | +20.6% | +5.0% |
| All | +11.5% | -9.1% | +20.6% | +5.0% |
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 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