+1,041.3%
APH vs ODFL
+732.4%
+308.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.5% |
| 7D | +0.2% | +0.2% | +0.1% | +0.1% |
| 30D | -3.3% | -13.4% | +10.1% | +1.7% |
| 3M | +14.0% | -24.2% | +38.2% | +25.4% |
| 6M | +24.4% | -3.3% | +27.7% | +24.3% |
| YTD | +21.4% | +19.8% | +1.7% | +9.8% |
| 1Y | +48.9% | +24.5% | +24.4% | +31.3% |
| 3Y | +290.1% | -9.6% | +299.7% | +274.3% |
| 5Y | +352.8% | +28.0% | +324.8% | +251.2% |
| 10Y | +1,041.3% | +735.3% | +306.0% | +334.7% |
| All | +1,041.3% | +732.4% | +308.9% | +334.7% |
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