+262.1%
APH vs ODFL
-14.3%
+276.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.3% | +7.4% | +4.7% |
| 7D | -5.9% | -4.4% | -1.5% | -5.2% |
| 30D | -14.8% | -6.1% | -8.7% | -14.1% |
| 3M | -12.4% | -21.9% | +9.4% | -8.9% |
| 6M | +8.1% | -17.6% | +25.6% | +11.0% |
| YTD | +10.9% | +5.6% | +5.3% | +7.5% |
| 1Y | +8.8% | +20.5% | -11.8% | +2.1% |
| 3Y | +262.1% | -14.8% | +276.9% | +255.2% |
| All | +262.1% | -14.3% | +276.4% | +255.2% |
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