+2,170.5%
ODFL vs APTV
+173.4%
+1,997.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -1.8% |
| 7D | -3.0% | -1.2% | -1.9% | -2.7% |
| 30D | -14.3% | -10.6% | -3.6% | -11.1% |
| 3M | -26.7% | -35.0% | +8.3% | -15.9% |
| 6M | -7.5% | -38.9% | +31.4% | +7.2% |
| YTD | +16.5% | -41.5% | +58.0% | +36.8% |
| 1Y | +23.5% | -45.8% | +69.3% | +48.8% |
| 3Y | -12.1% | -55.7% | +43.6% | +9.4% |
| 5Y | +28.9% | -70.1% | +99.0% | +77.7% |
| 10Y | +746.5% | -19.1% | +765.6% | +651.7% |
| All | +2,170.5% | +173.4% | +1,997.0% | +946.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling