+28,292.6%
ODFL vs AEE
+818.5%
+27,474.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | -3.0% | +1.1% | -4.1% | -3.4% |
| 30D | -14.3% | 0.0% | -14.3% | -14.3% |
| 3M | -26.7% | -0.9% | -25.8% | -26.6% |
| 6M | -7.5% | -2.4% | -5.1% | -6.9% |
| YTD | +16.5% | +8.6% | +7.9% | +12.3% |
| 1Y | +23.5% | +10.2% | +13.4% | +18.2% |
| 3Y | -12.1% | +47.8% | -59.9% | -26.2% |
| 5Y | +28.9% | +40.1% | -11.2% | +9.9% |
| 10Y | +746.5% | +195.0% | +551.5% | +409.4% |
| All | +28,292.6% | +818.5% | +27,474.1% | +12,262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling