+906.3%
XBI vs ODFL
+4,484.5%
-3,578.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -4.6% | -3.3% | -1.4% | -3.6% |
| 30D | -2.0% | -15.3% | +13.3% | +3.3% |
| 3M | +17.8% | -27.3% | +45.1% | +30.0% |
| 6M | +23.7% | -4.5% | +28.2% | +24.0% |
| YTD | +28.2% | +15.1% | +13.1% | +19.4% |
| 1Y | +64.0% | +21.1% | +42.9% | +49.4% |
| 3Y | +99.4% | -14.1% | +113.5% | +97.5% |
| 5Y | +19.3% | +26.6% | -7.2% | +0.5% |
| 10Y | +158.7% | +736.4% | -577.7% | +14.2% |
| All | +906.3% | +4,484.5% | -3,578.2% | +167.8% |
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