+210.2%
TER vs ODFL
-11.2%
+221.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.5% | +6.8% | +7.6% |
| 7D | +5.9% | -5.0% | +10.8% | +8.8% |
| 30D | -30.8% | -6.3% | -24.5% | -28.6% |
| 3M | -29.9% | -18.5% | -11.5% | -23.2% |
| 6M | -27.5% | -12.4% | -15.1% | -23.5% |
| YTD | +37.5% | +9.2% | +28.3% | +32.7% |
| 1Y | +50.3% | +23.0% | +27.3% | +37.8% |
| All | +210.2% | -11.2% | +221.4% | +209.6% |
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