+213.1%
USO vs ODFL
+25.4%
+187.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | +9.1% | -3.3% | +12.4% | +9.1% |
| 30D | +21.7% | -15.3% | +37.0% | +21.5% |
| 3M | +20.2% | -27.3% | +47.6% | +20.0% |
| 6M | +43.4% | -4.5% | +47.9% | +42.9% |
| YTD | +124.0% | +15.1% | +108.8% | +120.1% |
| 1Y | +112.2% | +21.1% | +91.1% | +107.8% |
| 3Y | +97.7% | -14.1% | +111.8% | +96.0% |
| All | +213.1% | +25.4% | +187.7% | +199.8% |
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