+89.2%
USB vs ODFL
+615.5%
-526.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.1% | +1.2% |
| 7D | +0.8% | -3.0% | +3.8% | +1.9% |
| 30D | +6.8% | -6.1% | +12.9% | +9.0% |
| 3M | -3.8% | -20.9% | +17.1% | +4.4% |
| 6M | +11.7% | -13.6% | +25.3% | +16.5% |
| YTD | +17.5% | +9.4% | +8.0% | +10.5% |
| 1Y | +33.8% | +22.9% | +10.8% | +20.0% |
| 3Y | +104.2% | -9.8% | +114.0% | +99.0% |
| 5Y | +26.4% | -0.4% | +26.8% | +14.2% |
| 10Y | +89.2% | +592.4% | -503.2% | -27.4% |
| All | +89.2% | +615.5% | -526.3% | -27.4% |
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 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