+957.1%
WDC vs ODFL
+26.9%
+930.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.7% | -4.1% |
| 7D | +4.4% | -2.8% | +7.2% | +5.6% |
| 30D | +5.3% | -13.7% | +18.9% | +11.6% |
| 3M | -5.9% | -23.4% | +17.4% | +3.7% |
| 6M | +73.2% | -7.2% | +80.4% | +75.4% |
| YTD | +167.8% | +15.6% | +152.2% | +144.5% |
| 1Y | +386.0% | +24.2% | +361.8% | +327.6% |
| 3Y | +1,309.7% | -12.8% | +1,322.5% | +1,292.0% |
| 5Y | +957.1% | +27.1% | +930.0% | +729.2% |
| All | +957.1% | +26.9% | +930.2% | +729.2% |
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 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