+1,188.5%
WDC vs ODFL
+742.1%
+446.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | -4.3% | -3.3% | -1.0% | -2.7% |
| 30D | -1.5% | -15.3% | +13.8% | +6.9% |
| 3M | -15.5% | -27.3% | +11.8% | -2.0% |
| 6M | +66.5% | -4.5% | +70.9% | +66.8% |
| YTD | +159.9% | +15.1% | +144.7% | +132.8% |
| 1Y | +366.0% | +21.1% | +344.9% | +302.7% |
| 3Y | +1,285.8% | -14.1% | +1,299.9% | +1,268.2% |
| 5Y | +925.6% | +26.6% | +899.0% | +650.7% |
| All | +1,188.5% | +742.1% | +446.4% | +203.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling