+87.8%
AAPL vs ODFL
-13.7%
+101.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +1.8% |
| 7D | +3.8% | -3.3% | +7.1% | +4.6% |
| 30D | +9.9% | -15.3% | +25.2% | +13.8% |
| 3M | +12.5% | -27.3% | +39.8% | +20.4% |
| 6M | +27.6% | -4.5% | +32.1% | +27.2% |
| YTD | +22.6% | +15.1% | +7.4% | +15.7% |
| 1Y | +45.0% | +21.1% | +23.9% | +34.6% |
| 3Y | +87.8% | -14.1% | +101.9% | +79.2% |
| All | +87.8% | -13.7% | +101.5% | +79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling