+130.6%
UAL vs ODFL
+0.9%
+129.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.5% |
| 7D | +2.3% | -5.0% | +7.2% | +4.8% |
| 30D | +13.3% | -6.3% | +19.6% | +16.8% |
| 3M | -6.3% | -18.5% | +12.2% | +3.0% |
| 6M | +22.5% | -12.4% | +34.9% | +29.1% |
| YTD | +5.9% | +9.2% | -3.3% | -0.7% |
| 1Y | +24.7% | +23.0% | +1.7% | +10.0% |
| 3Y | +211.6% | -11.6% | +223.2% | +207.6% |
| 5Y | +130.6% | +0.1% | +130.4% | +91.3% |
| All | +130.6% | +0.9% | +129.7% | +91.3% |
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