+735.3%
ODFL vs AMC
-98.9%
+834.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.7% |
| 7D | +0.2% | -0.8% | +0.9% | +0.2% |
| 30D | -13.4% | -1.2% | -12.3% | -13.4% |
| 3M | -24.2% | +42.2% | -66.4% | -24.6% |
| 6M | -3.3% | +118.8% | -122.1% | -4.4% |
| YTD | +19.8% | +64.1% | -44.3% | +18.7% |
| 1Y | +24.5% | -9.5% | +34.1% | +24.1% |
| 3Y | -9.6% | -64.3% | +54.7% | -9.7% |
| 5Y | +28.0% | -99.5% | +127.5% | +29.3% |
| 10Y | +735.3% | -98.9% | +834.2% | +802.9% |
| All | +735.3% | -98.9% | +834.2% | +802.9% |
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