+277.6%
UNP vs ODFL
+742.1%
-464.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -1.8% | -3.3% | +1.5% | -0.4% |
| 30D | -2.7% | -15.3% | +12.6% | +4.1% |
| 3M | +6.5% | -27.3% | +33.8% | +21.2% |
| 6M | +14.4% | -4.5% | +18.9% | +15.2% |
| YTD | +24.8% | +15.1% | +9.7% | +14.9% |
| 1Y | +34.4% | +21.1% | +13.3% | +20.4% |
| 3Y | +43.6% | -14.1% | +57.7% | +42.7% |
| 5Y | +53.2% | +26.6% | +26.6% | +18.9% |
| All | +277.6% | +742.1% | -464.5% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling