+27.1%
ODFL vs AVTR
-64.7%
+91.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -2.8% | -2.0% | -0.8% | -2.1% |
| 30D | -13.7% | +8.1% | -21.7% | -15.9% |
| 3M | -23.4% | +54.2% | -77.6% | -34.5% |
| 6M | -7.2% | +82.6% | -89.7% | -25.6% |
| YTD | +15.6% | +29.8% | -14.2% | +3.9% |
| 1Y | +24.2% | +18.0% | +6.2% | +12.1% |
| 3Y | -12.8% | -26.4% | +13.7% | -10.2% |
| 5Y | +27.1% | -64.8% | +92.0% | +72.5% |
| All | +27.1% | -64.7% | +91.8% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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