-52.7%
TEAM vs ODFL
+26.9%
-79.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.4% |
| 7D | -7.8% | -2.8% | -5.0% | -6.5% |
| 30D | +16.5% | -13.7% | +30.2% | +25.0% |
| 3M | +96.2% | -23.4% | +119.5% | +122.6% |
| 6M | +130.2% | -7.2% | +137.3% | +133.6% |
| YTD | +10.7% | +15.6% | -4.9% | -2.7% |
| 1Y | +3.0% | +24.2% | -21.2% | -13.8% |
| 3Y | -13.1% | -12.8% | -0.3% | -15.5% |
| 5Y | -52.7% | +27.1% | -79.9% | -65.5% |
| All | -52.7% | +26.9% | -79.7% | -65.5% |
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