+32,948.6%
ODFL vs AZO
+24,888.4%
+8,060.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -2.8% | -2.9% | +0.1% | -2.0% |
| 30D | -13.7% | -5.3% | -8.4% | -12.4% |
| 3M | -23.4% | -7.3% | -16.0% | -22.0% |
| 6M | -7.2% | -22.7% | +15.5% | -0.9% |
| YTD | +15.6% | -15.0% | +30.7% | +20.1% |
| 1Y | +24.2% | -32.2% | +56.4% | +36.8% |
| 3Y | -12.8% | +10.0% | -22.8% | -16.3% |
| 5Y | +27.1% | +85.8% | -58.7% | +5.7% |
| 10Y | +739.9% | +298.9% | +441.1% | +460.6% |
| All | +32,948.6% | +24,888.4% | +8,060.2% | +9,479.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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