+2,077.9%
ODFL vs APTV
+138.1%
+1,939.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.4% |
| 3M | -19.0% | -21.2% | +2.2% | -12.5% |
| 6M | -7.5% | -28.5% | +21.0% | +1.6% |
| YTD | +11.8% | -49.1% | +60.9% | +37.2% |
| 1Y | +29.7% | -52.2% | +81.9% | +62.8% |
| 3Y | -9.1% | -48.6% | +39.5% | +7.1% |
| 5Y | +0.2% | -77.3% | +77.5% | +51.5% |
| 10Y | +566.3% | -26.9% | +593.1% | +511.9% |
| All | +2,077.9% | +138.1% | +1,939.8% | +949.6% |
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