+124.8%
AAPL vs ODFL
+26.9%
+97.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.3% | +3.8% |
| 7D | -0.5% | -2.8% | +2.3% | +0.3% |
| 30D | +7.1% | -13.7% | +20.8% | +11.7% |
| 3M | +12.1% | -23.4% | +35.5% | +20.9% |
| 6M | +25.4% | -7.2% | +32.6% | +26.3% |
| YTD | +20.5% | +15.6% | +4.8% | +11.8% |
| 1Y | +44.5% | +24.2% | +20.4% | +30.1% |
| 3Y | +85.8% | -12.8% | +98.5% | +80.8% |
| 5Y | +124.8% | +27.1% | +97.6% | +67.1% |
| All | +124.8% | +26.9% | +97.8% | +67.1% |
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