+12.4%
AA vs ODFL
+25.9%
-13.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -0.8% |
| 7D | -0.6% | -3.0% | +2.4% | +0.7% |
| 30D | -1.6% | -14.3% | +12.7% | +4.7% |
| 3M | -29.8% | -26.7% | -3.1% | -20.3% |
| 6M | -16.6% | -7.5% | -9.1% | -15.4% |
| YTD | -4.0% | +16.5% | -20.6% | -14.1% |
| 1Y | +63.5% | +23.5% | +40.0% | +41.3% |
| 3Y | +86.8% | -12.1% | +98.8% | +82.3% |
| 5Y | +12.4% | +28.9% | -16.5% | -19.4% |
| All | +12.4% | +25.9% | -13.6% | -19.4% |
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