-17.1%
SWKS vs ODFL
-11.4%
-5.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +12.5% | -6.3% | +18.8% | +15.3% |
| 30D | +10.5% | -13.6% | +24.1% | +16.9% |
| 3M | -7.4% | -24.2% | +16.8% | +2.9% |
| 6M | +32.7% | -13.8% | +46.4% | +38.9% |
| YTD | +19.2% | +19.0% | +0.1% | +7.9% |
| 1Y | +2.4% | +25.7% | -23.3% | -10.0% |
| All | -17.1% | -11.4% | -5.7% | -21.7% |
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