+11,847.4%
SWKS vs ODFL
+32,662.3%
-20,814.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +12.5% | -6.3% | +18.8% | +14.0% |
| 30D | +10.5% | -13.6% | +24.1% | +13.9% |
| 3M | -7.4% | -24.2% | +16.8% | -1.9% |
| 6M | +32.7% | -13.8% | +46.4% | +36.1% |
| YTD | +19.2% | +19.0% | +0.1% | +13.9% |
| 1Y | +2.4% | +25.7% | -23.3% | -3.4% |
| 3Y | -25.6% | -13.1% | -12.5% | -25.0% |
| 5Y | -53.4% | +26.7% | -80.1% | -56.7% |
| 10Y | +23.2% | +721.5% | -698.3% | -17.7% |
| All | +11,847.4% | +32,662.3% | -20,814.9% | +4,950.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling