+1,748.1%
XEL vs ODFL
+32,863.2%
-31,115.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.5% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -1.5% | -13.4% | +11.9% | -0.8% |
| 3M | -0.2% | -24.2% | +24.0% | +1.2% |
| 6M | -5.4% | -3.3% | -2.1% | -5.4% |
| YTD | +5.6% | +19.8% | -14.1% | +4.4% |
| 1Y | +10.5% | +24.5% | -14.1% | +8.8% |
| 3Y | +49.2% | -9.6% | +58.8% | +48.5% |
| 5Y | +30.1% | +28.0% | +2.1% | +26.4% |
| 10Y | +146.7% | +735.3% | -588.6% | +118.7% |
| All | +1,748.1% | +32,863.2% | -31,115.1% | +1,396.3% |
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