+889.2%
XLV vs ODFL
+35,551.9%
-34,662.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.6% | -3.3% | -0.3% | -3.1% |
| 30D | -1.8% | -15.3% | +13.5% | +0.2% |
| 3M | +7.8% | -27.3% | +35.1% | +12.1% |
| 6M | +9.1% | -4.5% | +13.6% | +9.3% |
| YTD | +7.7% | +15.1% | -7.4% | +5.1% |
| 1Y | +20.4% | +21.1% | -0.7% | +16.5% |
| 3Y | +30.8% | -14.1% | +44.9% | +30.4% |
| 5Y | +34.6% | +26.6% | +8.0% | +26.2% |
| 10Y | +173.4% | +736.4% | -563.0% | +105.8% |
| All | +889.2% | +35,551.9% | -34,662.7% | +508.5% |
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 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