-0.4%
ODFL vs APTV
-77.5%
+77.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.7% |
| 7D | +5.8% | -1.7% | +7.6% | +6.5% |
| 30D | -5.3% | -11.6% | +6.3% | -1.1% |
| 3M | -19.0% | -21.2% | +2.2% | -12.0% |
| 6M | -7.5% | -28.5% | +21.0% | +2.0% |
| YTD | +11.8% | -49.1% | +60.9% | +39.7% |
| 1Y | +29.7% | -52.2% | +81.9% | +66.1% |
| 3Y | -9.1% | -48.6% | +39.5% | +7.4% |
| All | -0.4% | -77.5% | +77.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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