+27.7%
ODFL vs AS
+3.3%
+24.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.2% | -0.3% |
| 7D | +3.5% | +13.8% | -10.3% | +0.2% |
| 30D | 0.0% | +16.7% | -16.7% | -3.8% |
| 3M | -18.1% | -11.5% | -6.6% | -15.5% |
| 6M | -6.4% | -5.5% | -0.9% | -5.5% |
| YTD | +14.9% | -14.2% | +29.1% | +17.7% |
| 1Y | +27.7% | +2.1% | +25.6% | +33.2% |
| All | +27.7% | +3.3% | +24.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling