+28.9%
ODFL vs ACI
-43.7%
+72.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.3% |
| 7D | -3.0% | -5.0% | +2.0% | -2.2% |
| 30D | -14.3% | -2.3% | -12.0% | -14.0% |
| 3M | -26.7% | -23.2% | -3.5% | -23.9% |
| 6M | -7.5% | -29.5% | +22.0% | -2.6% |
| YTD | +16.5% | -28.6% | +45.1% | +22.1% |
| 1Y | +23.5% | -34.0% | +57.6% | +31.1% |
| 3Y | -12.1% | -45.0% | +32.9% | -3.5% |
| 5Y | +28.9% | -44.0% | +72.9% | +34.8% |
| All | +28.9% | -43.7% | +72.6% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling