+285.0%
WMB vs ODFL
+25.9%
+259.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.6% |
| 7D | 0.0% | -3.0% | +3.0% | +0.3% |
| 30D | +4.6% | -14.3% | +18.9% | +6.2% |
| 3M | +5.7% | -26.7% | +32.5% | +9.0% |
| 6M | +4.2% | -7.5% | +11.7% | +4.4% |
| YTD | +26.8% | +16.5% | +10.3% | +23.1% |
| 1Y | +34.7% | +23.5% | +11.2% | +29.5% |
| 3Y | +146.8% | -12.1% | +158.9% | +144.2% |
| 5Y | +285.0% | +28.9% | +256.1% | +262.5% |
| All | +285.0% | +25.9% | +259.1% | +262.5% |
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 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