+28.0%
ODFL vs APD
+26.2%
+1.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | +0.2% | -2.5% | +2.6% | +1.2% |
| 30D | -13.4% | -1.9% | -11.5% | -12.8% |
| 3M | -24.2% | +8.2% | -32.4% | -27.0% |
| 6M | -3.3% | +10.7% | -14.1% | -8.4% |
| YTD | +19.8% | +22.9% | -3.2% | +7.9% |
| 1Y | +24.5% | +5.8% | +18.7% | +19.8% |
| 3Y | -9.6% | +7.8% | -17.4% | -14.7% |
| 5Y | +28.0% | +26.1% | +1.9% | +5.5% |
| All | +28.0% | +26.2% | +1.8% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling