+31.1%
USB vs ODFL
+23.9%
+7.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +1.2% | +0.6% | +0.6% | +1.0% |
| 30D | +6.3% | -6.3% | +12.6% | +7.8% |
| 3M | -6.1% | -19.1% | +13.0% | -1.5% |
| 6M | +13.0% | -9.9% | +22.9% | +14.2% |
| YTD | +16.6% | +9.9% | +6.6% | +8.1% |
| 1Y | +31.1% | +24.4% | +6.7% | +15.7% |
| All | +31.1% | +23.9% | +7.3% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling