+719.8%
ODFL vs AEIS
+562.2%
+157.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.4% | -1.9% |
| 7D | -3.3% | +2.3% | -5.5% | -4.0% |
| 30D | -15.3% | -14.8% | -0.5% | -11.5% |
| 3M | -27.3% | -15.6% | -11.7% | -25.5% |
| 6M | -4.5% | -8.7% | +4.2% | -6.0% |
| YTD | +15.1% | +37.3% | -22.2% | -1.8% |
| 1Y | +21.1% | +80.3% | -59.2% | -7.1% |
| 3Y | -14.1% | +177.9% | -192.0% | -45.3% |
| 5Y | +26.6% | +235.8% | -209.2% | -25.6% |
| All | +719.8% | +562.2% | +157.6% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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