+746.5%
ODFL vs APD
+162.9%
+583.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.3% |
| 7D | -3.0% | -4.6% | +1.6% | -0.8% |
| 30D | -14.3% | -4.2% | -10.1% | -12.6% |
| 3M | -26.7% | +5.0% | -31.7% | -28.8% |
| 6M | -7.5% | +8.9% | -16.4% | -12.3% |
| YTD | +16.5% | +21.9% | -5.4% | +4.3% |
| 1Y | +23.5% | +5.6% | +18.0% | +18.0% |
| 3Y | -12.1% | +6.9% | -19.0% | -18.9% |
| 5Y | +28.9% | +25.3% | +3.6% | +7.2% |
| 10Y | +746.5% | +169.1% | +577.4% | +326.3% |
| All | +746.5% | +162.9% | +583.6% | +326.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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