+67.7%
V vs ODFL
+25.9%
+41.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.2% |
| 7D | -2.9% | -3.0% | +0.1% | -2.3% |
| 30D | +1.9% | -14.3% | +16.1% | +5.1% |
| 3M | +13.2% | -26.7% | +40.0% | +20.5% |
| 6M | +16.7% | -7.5% | +24.2% | +17.3% |
| YTD | +5.4% | +16.5% | -11.2% | -0.4% |
| 1Y | +7.7% | +23.5% | -15.9% | 0.0% |
| 3Y | +52.0% | -12.1% | +64.1% | +49.2% |
| 5Y | +67.7% | +28.9% | +38.8% | +33.9% |
| All | +67.7% | +25.9% | +41.8% | +33.9% |
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