+114.9%
AXP vs ODFL
-9.1%
+124.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -0.1% | +5.8% | -6.0% | -1.8% |
| 30D | +4.4% | -5.3% | +9.8% | +6.0% |
| 3M | -6.4% | -19.0% | +12.5% | -0.6% |
| 6M | +4.2% | -7.5% | +11.6% | +5.2% |
| YTD | -12.4% | +11.8% | -24.1% | -18.5% |
| 1Y | -11.1% | +29.7% | -40.8% | -21.9% |
| 3Y | +114.9% | -9.1% | +124.0% | +107.9% |
| All | +114.9% | -9.1% | +124.0% | +107.9% |
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 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