+3,341.8%
V vs ODFL
+3,940.1%
-598.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.7% |
| 7D | +0.9% | +5.8% | -4.9% | -1.0% |
| 30D | +9.0% | -5.3% | +14.3% | +10.7% |
| 3M | +16.7% | -19.0% | +35.7% | +24.5% |
| 6M | +33.4% | -7.5% | +40.9% | +35.2% |
| YTD | +22.4% | +11.8% | +10.6% | +14.5% |
| 1Y | +27.7% | +29.7% | -2.0% | +13.2% |
| 3Y | +78.0% | -9.1% | +87.1% | +70.4% |
| 5Y | +108.5% | +0.2% | +108.3% | +85.3% |
| 10Y | +459.0% | +566.3% | -107.2% | +142.4% |
| All | +3,341.8% | +3,940.1% | -598.3% | +595.7% |
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 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