+355.9%
APH vs ODFL
+26.4%
+329.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +5.0% | -6.3% | +11.2% | +6.8% |
| 30D | -3.9% | -13.6% | +9.7% | +0.1% |
| 3M | +13.0% | -24.2% | +37.2% | +21.7% |
| 6M | +25.2% | -13.8% | +38.9% | +29.2% |
| YTD | +22.9% | +19.0% | +3.9% | +13.6% |
| 1Y | +47.8% | +25.7% | +22.2% | +33.3% |
| 3Y | +283.0% | -13.1% | +296.1% | +278.4% |
| All | +355.9% | +26.4% | +329.5% | +264.5% |
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