-53.0%
SWKS vs ODFL
+26.4%
-79.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +12.5% | -6.3% | +18.8% | +15.7% |
| 30D | +10.5% | -13.6% | +24.1% | +17.8% |
| 3M | -7.4% | -24.2% | +16.8% | +4.4% |
| 6M | +32.7% | -13.8% | +46.4% | +39.6% |
| YTD | +19.2% | +19.0% | +0.1% | +6.7% |
| 1Y | +2.4% | +25.7% | -23.3% | -11.2% |
| 3Y | -25.6% | -13.1% | -12.5% | -26.7% |
| All | -53.0% | +26.4% | -79.4% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling