+1,425.2%
AMAT vs ODFL
+565.4%
+859.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.2% |
| 7D | +7.0% | -5.0% | +11.9% | +10.4% |
| 30D | -20.6% | -6.3% | -14.3% | -18.0% |
| 3M | -24.8% | -18.5% | -6.3% | -16.1% |
| 6M | -10.7% | -12.4% | +1.6% | -5.2% |
| YTD | +54.3% | +9.2% | +45.1% | +40.5% |
| 1Y | +73.7% | +23.0% | +50.8% | +46.7% |
| 3Y | +168.4% | -11.6% | +180.0% | +157.8% |
| 5Y | +167.6% | +0.1% | +167.4% | +125.7% |
| 10Y | +1,425.2% | +550.8% | +874.3% | +331.9% |
| All | +1,425.2% | +565.4% | +859.8% | +331.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling