+295.4%
WMB vs ODFL
+745.7%
-450.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | -1.7% | -2.8% | +1.1% | -1.1% |
| 30D | +0.7% | -13.7% | +14.4% | +3.7% |
| 3M | +1.5% | -23.4% | +24.9% | +6.9% |
| 6M | +0.1% | -7.2% | +7.2% | +0.6% |
| YTD | +22.9% | +15.6% | +7.3% | +16.6% |
| 1Y | +27.9% | +24.2% | +3.7% | +18.8% |
| 3Y | +139.1% | -12.8% | +151.9% | +134.1% |
| 5Y | +270.9% | +27.1% | +243.8% | +208.8% |
| All | +295.4% | +745.7% | -450.3% | +69.7% |
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 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