+2,926.4%
V vs ODFL
+4,202.3%
-1,275.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | -1.7% | -6.3% | +4.6% | +0.3% |
| 30D | +2.0% | -13.6% | +15.6% | +6.7% |
| 3M | +17.4% | -24.2% | +41.5% | +27.7% |
| 6M | +17.5% | -13.8% | +31.3% | +21.3% |
| YTD | +7.6% | +19.0% | -11.5% | -1.1% |
| 1Y | +7.7% | +25.7% | -18.0% | -3.4% |
| 3Y | +54.7% | -13.1% | +67.8% | +51.0% |
| 5Y | +73.0% | +26.7% | +46.4% | +41.5% |
| 10Y | +390.9% | +721.5% | -330.6% | +98.5% |
| All | +2,926.4% | +4,202.3% | -1,275.9% | +501.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling