+592.4%
ODFL vs AMC
-98.6%
+691.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.3% | -4.7% | +3.5% |
| 7D | -3.0% | +6.6% | -9.6% | -3.1% |
| 30D | -6.1% | +14.1% | -20.2% | -6.2% |
| 3M | -20.9% | +31.3% | -52.2% | -21.2% |
| 6M | -13.6% | +126.7% | -140.3% | -14.6% |
| YTD | +9.4% | +117.9% | -108.5% | +8.1% |
| 1Y | +22.9% | +41.1% | -18.2% | +21.9% |
| 3Y | -9.8% | -61.0% | +51.2% | -10.0% |
| 5Y | -0.4% | -99.1% | +98.8% | +0.2% |
| 10Y | +592.4% | -98.7% | +691.1% | +647.0% |
| All | +592.4% | -98.6% | +691.0% | +647.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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