+128.2%
ODFL vs ACI
+17.4%
+110.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | -2.8% | -7.1% | +4.3% | -1.8% |
| 30D | -13.7% | -4.5% | -9.2% | -13.2% |
| 3M | -23.4% | -22.3% | -1.1% | -21.0% |
| 6M | -7.2% | -28.4% | +21.3% | -3.4% |
| YTD | +15.6% | -29.5% | +45.1% | +20.4% |
| 1Y | +24.2% | -34.2% | +58.4% | +30.3% |
| 3Y | -12.8% | -45.7% | +32.9% | -6.1% |
| 5Y | +27.1% | -40.8% | +67.9% | +33.7% |
| All | +128.2% | +17.4% | +110.8% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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