+131.1%
ADI vs ODFL
+26.9%
+104.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.7% |
| 7D | +1.3% | -2.8% | +4.1% | +2.5% |
| 30D | -6.0% | -13.7% | +7.7% | -0.5% |
| 3M | -7.7% | -23.4% | +15.6% | +2.0% |
| 6M | +14.0% | -7.2% | +21.1% | +16.0% |
| YTD | +34.4% | +15.6% | +18.8% | +24.0% |
| 1Y | +48.0% | +24.2% | +23.8% | +31.9% |
| 3Y | +113.3% | -12.8% | +126.1% | +110.7% |
| 5Y | +131.1% | +27.1% | +104.0% | +80.2% |
| All | +131.1% | +26.9% | +104.2% | +80.2% |
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 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